Ancient Accepted Scottish Rite of Freemasonry NMJ Valley of Springfield (EIN 370508088) - 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

1987

Legal Domicile

Principal Officer

Craig Kennedy

Phone

2177937728

Tax Period

2024-08-01 to 2025-07-31

Ancient Accepted Scottish Rite of Freemasonry NMJ Valley of Springfield, founded in 1987, is a small nonprofit that reported $285K in total revenue in fiscal year 2024. Expenses of $265K left a modest 7% surplus.

Mission

Strengthen the Masonic way of life by improving individual character, leadership, and spirit of its members through relevant programs. Inspires men to support the principles of the freemasonry, promote family and community values. Serve 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 $49,416

Program Service Revenue $0

Investment Income $135,764

Other Revenue $100,209

TOTAL REVENUE $285,389

Expense Breakdown

Grants Paid $43,005

Salaries & Benefits $13,267

Fundraising Expenses $0

Other Expenses $208,882

TOTAL EXPENSES $265,154

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,389	$271,761	+0.1%
Expenses	$265,154	$266,912	0.0%
Net Income	$20,235	$4,849	+3.2%

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

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
Andrew J Mays	Director	0.50	Director	$0	$0	$0
Joseph H Bartley	Director	0.50	Officer Director	$0	$0	$0
Jesse D Kamees	Secretary	0.50	Director	$0	$0	$0
Matthew D Erley	Director	0.50	Director	$0	$0	$0
Gerry L Williams	Secretary	0.50	Officer Director	$0	$0	$0
Buddy Parker	Treasurer	0.50	Officer 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	$285,389	$265,154	$3,420,895	$20,235
2024	$271,761	$266,912	$3,303,237	$4,849
2023	$254,114	$218,253	$3,161,589	$35,861
2022	$181,081	$235,834	$3,169,602	$-54,753
2021	$398,281	$219,565	$3,485,421	$178,716
2020	$162,724	$231,759	$3,070,630	$-69,035

Ancient Accepted Scottish Rite of Freemasonry NMJ Valley of Springfield