ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ (EIN 240630407) - 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

1900

Legal Domicile

Principal Officer

D A BARRETT

Phone

5703464609

Tax Period

2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ, founded in 1900, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $15K, a strong 34% operating margin.

Mission

THE PURPOSE IS TO PROMOTE FELLOWSHIP AMONG ITS MEMBERS AND STRENGTHEN THE MASONIC WAY BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH ITS PROGRAMS AND INSPIRE TO CONTRIBUTE TO SOCIETY.

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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 $360

Program Service Revenue $33,647

Investment Income $6

Other Revenue $10,003

TOTAL REVENUE $44,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,847

TOTAL EXPENSES $28,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,016	$52,715	-0.2%
Expenses	$28,847	$61,508	-0.5%
Net Income	$15,169	$-8,793	-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

Governance

Voting Members

523

Independent Members

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
JOHN CARDONI	MTSRCA REPRE	N/A	Director	$0	$0	$0
D A BARRETT	SECRETARY	N/A	Officer	$0	$0	$0
WILLIAM BOOKWALTER	TREASURER	N/A	Officer	$0	$0	$0
ROBERT STANLEY	COMMANDER IN	N/A	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	$44,016	$28,847	$124,063	$15,169
2024	$52,715	$61,508	$111,083	$-8,793
2023	$49,328	$64,015	$1,421,867	$-14,687
2022	$51,066	$61,632	$1,437,100	$-10,566
2021	$55,046	$42,805	$1,447,718	$12,241
2020	$56,124	$66,683	$1,433,714	$-10,559

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ