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

Phone

4129393579

Tax Period

2024-08-01 to 2025-07-31

Ancient Accepted Scottish Rite of Freemasonry NMJ, founded in 1923, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $534K, a strong 48% operating margin.

Mission

TO PROMOTE THE HIGH IDEALS OF FREEMASONRY AND TO STRENGHTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE LEADERSHIP AND SPIRIT OF THE MEMBERS.

Program Service Accomplishments

Program 1

PROMOTE FRATERNITY AND UNDERSTANDING OF THE ORGANIZATIONS BELIEFS AMONG MEMBERS.

Program 2

CHARITABLE OUTREACH

Program 3

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 $0

Program Service Revenue $240,504

Investment Income $874,301

Other Revenue $0

TOTAL REVENUE $1,114,805

Expense Breakdown

Grants Paid $84,470

Salaries & Benefits $135,982

Fundraising Expenses $0

Other Expenses $358,296

TOTAL EXPENSES $581,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,114,805	$1,255,279	-0.1%
Expenses	$581,049	$792,848	-0.3%
Net Income	$533,756	$462,431	+0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David W Morgans	Secretary	40.00	Officer Director	$0	$0	$0
David Allison	Thrice Potent Master	20.00	Officer Director	$0	$0	$0
Erich Gumto	Deputy Master	20.00	Officer Director	$0	$0	$0
David Thumm	Senior Warden	20.00	Officer Director	$0	$0	$0
Robert Lovic	Junior Warden	20.00	Officer Director	$0	$0	$0
Robert McGinnis	Sovereign Prince	20.00	Officer Director	$0	$0	$0
Thomas Anke	High Priest	20.00	Officer Director	$0	$0	$0
Thomas Baker	Senior Warden	20.00	Officer Director	$0	$0	$0
Sean Tomasic	Junior Warden	20.00	Officer Director	$0	$0	$0
Benjamin Douglas	Most Wise Master	20.00	Officer Director	$0	$0	$0
Michael Bahney	Senior Warden	20.00	Officer Director	$0	$0	$0
Christopher Cooper	Junior Warden	20.00	Officer Director	$0	$0	$0
Joshua Freemen	Commander In Chief	20.00	Officer Director	$0	$0	$0
David Moore	1rst Lt. Commander	20.00	Officer Director	$0	$0	$0
Eric Teasdale	2nd Lt. Commander	20.00	Officer Director	$0	$0	$0
George Polnar	Treasurer	20.00	Officer Director	$0	$0	$0
Robert Ruff	Hospitaler	20.00	Officer Director	$0	$0	$0
Brian Maxwell	Trustee	20.00	Director	$0	$0	$0
Austin Shifrin	Trustee	20.00	Director	$0	$0	$0
Jeffrey Jones	Trustee	20.00	Director	$0	$0	$0
Christopher McNeal	Trustee	20.00	Director	$0	$0	$0
Benjamin Douglas	Trustee	20.00	Director	$0	$0	$0
Aaron Antimary	Trustee	20.00	Director	$0	$0	$0
Joshua Freeman	Trustee	20.00	Director	$0	$0	$0
Patrick Blackwell	Trustee	20.00	Director	$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	$1,114,805	$581,049	$10,782,543	$533,756
2024	$1,255,279	$792,848	$10,168,906	$462,431
2023	$970,890	$634,237	$9,729,480	$336,653
2022	$643,876	$607,817	$7,487,364	$36,059
2021	$627,653	$613,211	$8,657,090	$14,442
2020	$674,250	$548,034	$7,648,656	$126,216

Ancient Accepted Scottish Rite of Freemasonry NMJ