ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOJURSID VALLEY OF MCALESTER (EIN 237269478) - 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

1901

Legal Domicile

Principal Officer

MICHAEL A EBERT

Phone

9184236360

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOJURSID VALLEY OF MCALESTER, founded in 1901, is a small nonprofit that reported $259K in total revenue in fiscal year 2023. Expenses of $224K left a modest 13% surplus.

Mission

FRATERNAL

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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 $59,435

Program Service Revenue $109,119

Investment Income $41,914

Other Revenue $48,399

TOTAL REVENUE $258,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $110,825

Fundraising Expenses $0

Other Expenses $113,143

TOTAL EXPENSES $223,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,867	$241,552	+0.1%
Expenses	$223,968	$226,532	0.0%
Net Income	$34,899	$15,020	+1.3%

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

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

$52,481

Total Directors

$52,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM C COX	MEMBER	1.00	Director	$0	$0	$0
JACK B INMAN	CONFERENCE CHAIRMAN	1.00	Officer Director	$0	$0	$0
N WADE MASSEY	MEMBER	1.00	Director	$0	$0	$0
PHILLIP JOHNSON	MEMBER	1.00	Director	$0	$0	$0
STEPHEN GRAGG	MEMBER	1.00	Director	$0	$0	$0
JOHN CUNNINGHAM	MEMBER	1.00	Director	$0	$0	$0
RODNEY RYDER	MEMBER	1.00	Director	$0	$0	$0
BOBBY PETERS	MEMBER	1.00	Director	$0	$0	$0
JOE R MANNING JR	S.G.I.G.	1.00	Director	$0	$0	$0
MICHAEL A EBERT	GENERAL SECRETARY	40.00	Officer Director	$52,481	$0	$52,481

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	$258,867	$223,968	$1,499,765	$34,899
2022	$241,552	$226,532	$1,437,242	$15,020
2021	$312,533	$217,988	$1,782,027	$94,545
2020	$295,665	$209,568	$1,718,845	$86,097
2019	$504,142	$598,344	$6,100,983	$-94,202
2018	$776,676	$396,022	$5,448,301	$380,654

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOJURSID VALLEY OF MCALESTER