ANCIENT & ACCEPTED SCOTTISH RITE OF FREE

EIN: 237193153

BOISE, ID

Total Revenue
$398,475
Total Expenses
$111,849
Total Assets
$5,584,693
Net Assets
$5,559,510
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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
1906
Legal Domicile
ID
Principal Officer
ROBERT JULIAN
Phone
2083425431
Tax Period
2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE, founded in 1906, is a small nonprofit that reported $398K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $287K, a strong 72% operating margin.

Mission

THE ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION (A CORPORATION) IS A NONPROFIT FRATERNAL ORGANIZATION AFFILITAED WITH THE INTERNATIONAL MASONIC ORGANIZATION. THE ORGANIZATION PROVIDES MANAGEMENT AND BUILDING SPACE FOR THE LODGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $41,227
Program Service Revenue $0
Investment Income $345,499
Other Revenue $11,749
TOTAL REVENUE $398,475

Expense Breakdown

Grants Paid $0
Salaries & Benefits $34,671
Fundraising Expenses $0
Other Expenses $77,178
TOTAL EXPENSES $111,849

Year-over-Year Comparison

2023 2022 Change
Revenue $398,475 $216,751 +0.8%
Expenses $111,849 $138,461 -0.2%
Net Income $286,626 $78,290 +2.7%
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

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Governance

Voting Members
12
Independent Members
11
Employees
1
Volunteers
50

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
5
$30,000
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RIC BOBIER DIRECTOR 1.00
Director
$0 $0 $0
LEONARD LA TOUR BOARD 1.00
Director
$0 $0 $0
JAMES VOYELS BOARD 1.00
Director
$0 $0 $0
MARC E ESSERY DIRECTOR 1.00
Director
$0 $0 $0
DOUGLAS H SCHOONOVER DIRECTOR 1.00
Director
$0 $0 $0
TODD D MILLICAN DIRECTOR 1.00
Director
$0 $0 $0
ROBERT JULIAN SECRETARY 25.00
Officer
$30,000 $0 $30,000
KEN BEAUDREAU VICE PRESIDENT 1.00
Officer
$0 $0 $0
BRAD FOLTMAN PRESIDENT 1.00
Officer
$0 $0 $0
GARY BETTS TREASURER 1.00
Officer
$0 $0 $0
JOSEPH E ALEXANDER DIRECTOR 1.00
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 No data No data No data No data
2023 $398,475 $111,849 $5,584,693 $286,626
2022 $216,751 $138,461 $5,307,375 $78,290
2021 $1,390,385 $128,772 $5,840,191 $1,261,613
2020 $107,258 $117,252 $5,150,142 $-9,994
2019 $215,411 $133,855 $4,758,873 $81,556
2018 $285,661 $133,526 $3,925,795 $152,135
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