ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY VALLEY OF MONROE (EIN 237144224) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

J KEITH GATES

Phone

3182097221

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY VALLEY OF MONROE, founded in 1992, is a micro nonprofit that reported $47K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $70K exceeded revenue, resulting in a 51% operating deficit.

Mission

FRATERNITY WITH A PHILANTHROPIC MISSION.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $29,625

Investment Income $9,045

Other Revenue $7,835

TOTAL REVENUE $46,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,400

Fundraising Expenses $0

Other Expenses $56,003

TOTAL EXPENSES $70,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,505	$70,909	-0.3%
Expenses	$70,403	$38,850	+0.8%
Net Income	$-23,898	$32,059	-1.7%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILSON COOK	SECRETARY	N/A	Officer	$0	$0	$0
J KEITH GATES	PERSONAL REP	N/A	Officer	$0	$0	$0
MARK ST JOHN	ASST. TREASU	N/A	Officer	$0	$0	$0
M CASH MELVILLE	TREASURER	N/A	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
2024	No data	No data	No data	No data
2023	$46,505	$70,403	$318,394	$-23,898
2022	$70,909	$38,850	$325,433	$32,059
2021	$44,518	$52,234	$334,964	$-7,716
2020	$61,351	$63,495	$327,697	$-2,144
2019	$78,265	$63,625	$342,219	$14,640
2018	$66,199	$65,724	$330,443	$475

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY VALLEY OF MONROE