ANCIENT ACCEPTED SCOTTISH RITE (EIN 311014511) - 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

1905

Legal Domicile

Principal Officer

Michael Shobe

Phone

4198932942

Tax Period

2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE, founded in 1905, is a small nonprofit that reported $310K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $289K left a modest 7% surplus.

Mission

Domestic Fraternal Organization that strenthens the Masonic way of life by improving the individual character leadership and spirt of members with relevant programs with the goal to inspire men to support mankind.

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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 $128,358

Program Service Revenue $3,190

Investment Income $178,000

Other Revenue $0

TOTAL REVENUE $309,548

Expense Breakdown

Grants Paid $41,218

Salaries & Benefits $69,650

Fundraising Expenses $0

Other Expenses $177,735

TOTAL EXPENSES $288,603

Year-over-Year Comparison

	2024	2023	Change
Revenue	$309,548	$239,148	+0.3%
Expenses	$288,603	$240,708	+0.2%
Net Income	$20,945	$-1,560	-14.4%

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

$39,540

Total Directors

$19,989

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael E Shobe	Executive Secretary	035.00	Officer	$39,540	$0	$39,540
Robin Hoffman	Office Assistant	025.00	Director	$19,989	$0	$19,989
John Zettler	chairman	N/A	Director	$0	$0	$0
Stephen Hill	chairman	N/A	Director	$0	$0	$0
Jonathan Dinan	chairman	N/A	Director	$0	$0	$0
John Cavendish	chairman	N/A	Director	$0	$0	$0
Trent Dominiqure	Deputy Representative	N/A	Officer Director	$0	$0	$0
Jarrell Keith Green	Chairman	N/A	Officer	$0	$0	$0
Robert Rettig	Vice Chairman	N/A	Officer	$0	$0	$0
Kevin Weisman	Treasurer	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	$309,548	$288,603	$4,212,865	$20,945
2024	$239,148	$240,708	$4,026,151	$-1,560

ANCIENT ACCEPTED SCOTTISH RITE