Ancient Accepted Scottish Rite of Freemasonry-NMJ Valley of So Illinois (EIN 370508086) - 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

1907

Legal Domicile

Principal Officer

David P Hutt

Phone

6182353350

Tax Period

2024-08-01 to 2025-07-31

Ancient Accepted Scottish Rite of Freemasonry-NMJ Valley of So Illinois, founded in 1907, is a small nonprofit that reported $265K in total revenue in fiscal year 2024. The organization ran a surplus of $103K, a strong 39% operating margin.

Mission

Members, through relevant programs, inspire men to support the principles of freemasonry and promote family and community values. Serving mankind through the impact of extensive charitable outreach.

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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 $128,239

Program Service Revenue $3,601

Investment Income $133,232

Other Revenue $0

TOTAL REVENUE $265,072

Expense Breakdown

Grants Paid $14,333

Salaries & Benefits $39,965

Fundraising Expenses $1,042

Program Expenses $145,070

Other Expenses $108,171

TOTAL EXPENSES $162,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,072	$256,145	+0.0%
Expenses	$162,469	$176,050	-0.1%
Net Income	$102,603	$80,095	+0.3%

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

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	Role	Reportable Comp	Other Comp	Total
Joel A Richardson	Director	Director	$0	$0	$0
Jeffery A Casson	Director	Director	$0	$0	$0
Brian D Brown	Director	Director	$0	$0	$0
Gregory W Giedeman	President	Officer	$0	$0	$0
Larry Wolfsfelt	Vice President	Officer	$0	$0	$0
David P Hutt	Treasurer	Officer	$0	$0	$0
Mark P Maxwell	Exec Secretary	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	$265,072	$162,469	$2,052,696	$102,603
2024	$256,145	$176,050	$1,949,525	$80,095
2023	$229,118	$171,553	$1,851,949	$57,565
2022	$155,494	$166,143	$1,772,021	$-10,649
2021	$745,715	$281,526	$1,830,992	$464,189
2020	$193,007	$267,478	$1,268,907	$-74,471

Ancient Accepted Scottish Rite of Freemasonry-NMJ Valley of So Illinois