ANCIENT ACCEPTED SCOTTISH RITE FREEMASONRY NMJ (EIN 237615742) - 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

1921

Legal Domicile

Principal Officer

JAMES SPAULDING

Tax Period

2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE FREEMASONRY NMJ, founded in 1921, is a small nonprofit that reported $236K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $124K, a strong 52% operating margin.

Mission

STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES.

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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 $0

Program Service Revenue $20,475

Investment Income $215,864

Other Revenue $0

TOTAL REVENUE $236,339

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,100

Fundraising Expenses $0

Other Expenses $98,250

TOTAL EXPENSES $112,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$236,339	$425,256	-0.4%
Expenses	$112,350	$117,370	0.0%
Net Income	$123,989	$307,886	-0.6%

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

N/A

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
TED VOLKERT	COMMANDER IN CHIEF	004.00	Officer Director	$0	$0	$0
JORDAN E JAQUAY	VALLEY TRUSTEE	001.00	Director	$0	$0	$0
RAYMOND KAPPAS	SOVERIGN PRINCE	004.00	Officer Director	$0	$0	$0
KRISTOFER KINNEAR	THRICE POTENT MASTER	004.00	Officer Director	$0	$0	$0
MATHIAS J ERSCHEN IV	VALLEY TRUSTEE	001.00	Director	$0	$0	$0
PAUL D HULSEAPPLE	VALLEY TRUSTEE	001.00	Director	$0	$0	$0
PHILLIP D SHAPPY	VALLEY TRUSTEE	001.00	Director	$0	$0	$0
WILLIAM B FINK JR	VALLEY TRUSTEE	001.00	Director	$0	$0	$0
PAUL MEHER JR	DEPUTY MASTER	001.00	Director	$0	$0	$0
RANDALL J MESCHUTT	FIRST LT COMMANDER	001.00	Officer	$0	$0	$0
NATE TWEEDIE	MOST WISE MASTER	004.00	Officer	$0	$0	$0
JOHN A CALIFANO	SENIOR WARDEN	001.00	Officer	$0	$0	$0
TAR RIEDINGER	TREASURER	008.00	Officer	$0	$0	$0
JAMES SPAULDING	SECRETARY	008.00	Officer	$0	$0	$0
RUSSELL W DICKSON	HIGH PRIEST	001.00	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
2025	$236,339	$112,350	$2,506,141	$123,989
2024	$425,256	$117,370	$2,382,152	$307,886
2023	$97,410	$97,581	$2,074,266	$-171
2022	$111,960	$137,404	$2,074,437	$-25,444
2021	$162,646	$72,686	$2,099,881	$89,960
2020	$87,790	$88,687	$2,009,921	$-897

ANCIENT ACCEPTED SCOTTISH RITE FREEMASONRY NMJ