ANCIENT ACCEPTED SCOTTISH RITE OF … - 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

1923

Legal Domicile

Principal Officer

DONALD P PAUL

Phone

7246545800

Tax Period

2024-04-01 to 2025-03-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ, founded in 1923, is a small nonprofit that reported $745K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $399K, a strong 54% operating margin.

Mission

DOMESTIC FRATERNAL ORGANIZATION AND CHARITABLE OUTREACH

Program Service Accomplishments

Program 1

Expenses: $249,971 Revenue: $559,488

THE ORGANIZATION IS A FRATERNAL BENEFICIARY SOCIETY FORMED FOR THE BETTERMENT OF ITS MEMBERS AND THEIR COMMUNITIES BY PROMOTING SOCIAL, MORAL AND INTELLECTUAL WELFARE.

Program 2

Revenue: $2,536

SUPPORT CHILDREN'S DYSLEXIA CENTERS

Program 3

Expenses: $2,013 Revenue: $2,135

ASSISTANCE TO INDIVIDUALS

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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 $39,622

Program Service Revenue $115,969

Investment Income $540,638

Other Revenue $48,732

TOTAL REVENUE $744,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,534

Fundraising Expenses $18,569

Program Expenses $251,984

Other Expenses $290,933

TOTAL EXPENSES $345,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$744,961	$558,590	+0.3%
Expenses	$345,467	$340,491	+0.0%
Net Income	$399,494	$218,099	+0.8%

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

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

$37,048

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ERIC ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
W THOMAS MARLOWE JR	DIRECTOR	1.00	Director	$0	$0	$0
S ROBERT MARZIANO JR	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY P TEMPLETON	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD T GIERLING	DIRECTOR	1.00	Director	$0	$0	$0
ROGER L SIGWORTH	DIRECTOR	1.00	Director	$0	$0	$0
FRANK M MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
RANDY A LAMBRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P PAUL	DIRECTOR	1.00	Director	$0	$0	$0
ERIK P GREENERT	DIRECTOR	1.00	Director	$0	$0	$0
TERRY N STEINHEISER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY L MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM B BITTINGER	DIRECTOR	1.00	Director	$0	$0	$0
DALE J HENSERSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT EMERY ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
DONALD P PAUL	COMMANDER IN CHIEF	1.00	Officer	$0	$0	$0
QUIENT A ANDERSON	1ST LT COMMANDER	1.00	Officer	$0	$0	$0
MARK E VIERTEL	2ND LT COMMANDER	1.00	Officer	$0	$0	$0
CRAIG D BLAUSER	TREASURER	1.00	Officer	$0	$0	$0
RANDALL L CONNELL	SECRETARY	32.00	Officer	$37,048	$0	$37,048

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	$744,961	$345,467	$4,482,478	$399,494
2024	$558,589	$340,491	$4,185,327	$218,098
2023	$396,406	$304,458	$3,760,708	$91,948
2022	$498,891	$280,643	$3,886,504	$218,248
2021	$416,826	$265,195	$3,621,487	$151,631
2020	$321,831	$307,872	$2,834,825	$13,959
2019	$322,854	$301,638	$3,165,945	$21,216

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ