ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION (EIN 237169757) - 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

1977

Legal Domicile

Principal Officer

J PHILLIP ODOM

Phone

4024625813

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION, founded in 1977, is a micro nonprofit that reported $39K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 40% operating margin.

Mission

TO PROMOTE AND SUPPORT CHILDRENS EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,841

Program Service Revenue $20,131

Investment Income $7,842

Other Revenue $5,741

TOTAL REVENUE $38,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,476

Fundraising Expenses $0

Program Expenses $8,392

Other Expenses $15,641

TOTAL EXPENSES $23,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,555	$30,264	+0.3%
Expenses	$23,117	$24,522	-0.1%
Net Income	$15,438	$5,742	+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

Independent Members

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
J PHILLIP ODOM	SECRETARY	020.00	Officer	$0	$0	$0
RONALD A NIELSEN	VENERABLE MASTER	002.00	Officer	$0	$0	$0
KIRK L MCNEAL	WISE MASTER	002.00	Officer	$0	$0	$0
RICHARD JOHNSON	COMMANDER	002.00	Officer	$0	$0	$0
DAVID BRAUN	MASTER OF KADOSH	002.00	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	$38,555	$23,117	$407,595	$15,438
2023	$30,264	$24,522	$392,387	$5,742
2022	$24,745	$22,822	$385,879	$1,923
2021	$21,162	$24,558	$384,822	$-3,396
2020	$27,559	$31,843	$383,416	$-4,284
2019	$39,526	$36,708	$387,951	$2,818
2018	$29,064	$47,491	$379,510	$-18,427

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION