ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION

EIN: 237144210

Fort Myers, FL

Total Revenue
$105,320
Total Expenses
$90,442
Total Assets
$874,599
Net Assets
$874,599
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
FL
Principal Officer
Jeffrey Nowak
Phone
2395710935
Tax Period
2025-01-01 to 2025-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION, founded in 1992, is a small nonprofit that reported $105K in total revenue in fiscal year 2025. Revenue decreased 9% compared to the prior year. Expenses of $90K left a modest 14% surplus.

Mission

Practice of Ancient and Accepted Scottish Rite Freemasonry in the Valley of Ft Myers, Orient of Florida, Southern Jurisdiction of the United States, which is located in the southwest portion of Florida. Mission: To be the premier fraternity of men of integrity and good character by providing opportunities for personal growth, leadership skills, education, and social interaction based on the values of friendship, charity, patriotism, tolerance, integrity, and a belief in a Supreme Being.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $15,420
Program Service Revenue $48,409
Investment Income $43,234
Other Revenue $-1,743
TOTAL REVENUE $105,320

Expense Breakdown

Grants Paid $16,745
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $16,057
Other Expenses $69,697
TOTAL EXPENSES $90,442

Year-over-Year Comparison

2025 2024 Change
Revenue $105,320 $115,805 -0.1%
Expenses $90,442 $98,156 -0.1%
Net Income $14,878 $17,649 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
300

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
12
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Clay W Taylor Chairman/President - Personal Representative 5
Officer
$0 $0 $0
John Herman Executive Committee - General Voting Member 5
Officer
$0 $0 $0
Edgar Lanham Executive Committee - General Voting Member 5
Officer
$0 $0 $0
Chuck Machell Executive Committee - General Voting Member 5
Officer
$0 $0 $0
Kenny Vince Executive Committee - General Voting Member 10
Officer
$0 $0 $0
Tim Eckert General Secretary 10
Officer
$0 $0 $0
Peter Kolthammer Treasurer 10
Officer
$0 $0 $0
Bobby Lippek VP - Master of Kadosh 5
Officer
$0 $0 $0
Mike Meehan VP - Commander of Council of Kadosh 5
Officer
$0 $0 $0
Joe McArthur VP - Wise Master Chapter Rose Croix 5
Officer
$0 $0 $0
Rick Pennewaert VP Venerable Master Lodge of Perfection 5
Officer
$0 $0 $0
Bob Zimmerman Almoner 5
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $105,320 $90,442 $874,599 $14,878
2024 No data No data No data No data
2023 $109,185 $91,972 $811,210 $17,213
2022 $96,988 $107,973 $763,087 $-10,985
2021 $93,860 $75,414 $964,040 $18,446
2020 $76,458 $79,906 $945,594 $-3,448
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