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

EIN: 237269478

MCALESTER, OK

Total Revenue
$258,867
Total Expenses
$223,968
Total Assets
$1,499,765
Net Assets
$1,453,249
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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
OK
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

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, 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

MCALESTER LODGE OF PERFECTION: THE OPERATION OF THE LODGE IS FOR CHARITABLE, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.

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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 $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

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Governance

Voting Members
10
Independent Members
8
Employees
3
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
2
$52,481
Total Directors
10
$52,481
Key Employees
0
$0
Highest Compensated
0
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
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