ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONARY NMJ BENEFIT FUND (EIN 256036965) - 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

1925

Legal Domicile

Principal Officer

WILLIAM T MARLOWE JR

Phone

7242872468

Tax Period

2024-05-01 to 2025-04-30

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONARY NMJ BENEFIT FUND, founded in 1925, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $123K exceeded revenue, resulting in a 261% operating deficit.

Mission

TO PROVIDE DEATH BENEFITS FOR DEATH,SICKNESS AND HOSPITALIZATION EXPENSES TO INDIVIDUALS DESIGNATED BY THE PARTICIPANT UPON THE DEATH OF THE PARTICIPANT

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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 $1,134

Investment Income $32,941

Other Revenue $0

TOTAL REVENUE $34,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,884

Fundraising Expenses $0

Program Expenses $104,850

Other Expenses $10,372

TOTAL EXPENSES $123,106

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,075	$63,231	-0.5%
Expenses	$123,106	$113,381	+0.1%
Net Income	$-89,031	$-50,150	+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

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

$7,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY R MCKNIGHT	SEC/TREAS	3.00	Officer	$7,200	$0	$7,200
WILLIAM H DONLEY	DIRECTOR	N/A	Director	$0	$0	$0
S ROBERT MARZIANO JR	DIRECTOR	N/A	Director	$0	$0	$0
KEITH A MCKNIGHT	DIRECTOR	N/A	Director	$0	$0	$0
GORDON D REES SR	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM T MARLOWE JR	-PRESIDENT	N/A	Officer	$0	$0	$0
THOMAS K SMITH	VICE PRESIDE	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	$34,075	$123,106	$1,589,347	$-89,031
2024	$63,231	$113,381	$1,590,798	$-50,150
2023	$41,405	$158,791	$1,665,208	$-117,386
2022	$66,893	$180,276	$1,801,341	$-113,383
2021	$77,864	$225,766	$2,107,123	$-147,902
2020	$67,025	$199,836	$2,297,173	$-132,811
2019	$47,811	$229,499	$2,311,333	$-181,688

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONARY NMJ BENEFIT FUND