ANCIENT & ACCEPTED SCOTTISH RITE S… - Form 990 Financial Data

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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

1974

Legal Domicile

Principal Officer

JAMES BUTLER

Phone

8592777856

Tax Period

2019-01-01 to 2019-12-31

ANCIENT & ACCEPTED SCOTTISH RITE SOUTHERN JURISDICTION OF THE UNITED STAT, founded in 1974, is a micro nonprofit that reported $84K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. Expenses of $76K left a modest 9% surplus.

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREE MASONRY, SJ, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY, AND COUNTRY.

Program Service Accomplishments

Program 1

Expenses: $76,386

THE LARGEST PROGRAM SERVICE ACCOMPLISHMENTS ARE THE EXECUTION OF THE SUPREME COUNCIL ANNUAL ASSESSMENT AND THE MAINTENANCE OF THE ORGANIZATION'S BUILDING AND GROUNDS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $43,100

Program Service Revenue $0

Investment Income $35,774

Other Revenue $5,052

TOTAL REVENUE $83,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,832

Fundraising Expenses $0

Program Expenses $76,386

Other Expenses $57,554

TOTAL EXPENSES $76,386

Year-over-Year Comparison

	2019	2018	Change
Revenue	$83,926	$94,518	-0.1%
Expenses	$76,386	$94,004	-0.2%
Net Income	$7,540	$514	+13.7%

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

242

Independent Members

N/A

Employees

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILSON K WILDER	VENERABLE MASTER	5.00	Officer	$0	$0	$0
MICHAEL BROOKS	WISE MASTER	5.00	Officer	$0	$0	$0
DEREK PHELPS	COMMANDER OF KADOSH	5.00	Officer	$0	$0	$0
REVEL V LEWIS III	MASTER OF KADOSH	5.00	Officer	$0	$0	$0
JIMMIE N WEST	SECRETARY	40.00	Officer	$12,000	$0	$12,000
WILSON K WILDER	TREASURER	10.00	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
2019	$83,926	$76,386	$1,165,267	$7,540
2018	$94,518	$94,004	$1,143,944	$514

ANCIENT & ACCEPTED SCOTTISH RITE SOUTHERN JURISDICTION OF THE UNITED STAT