ANCIENT & ACCEPTED SCOTTISH RITE OF (EIN 440425940) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

JAMES HARDY

Phone

4176233219

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF is a small nonprofit that reported $260K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $48K, a strong 18% operating margin.

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $997

Program Service Revenue $128,493

Investment Income $83,526

Other Revenue $46,942

TOTAL REVENUE $259,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,304

Fundraising Expenses $0

Program Expenses $164,149

Other Expenses $168,875

TOTAL EXPENSES $212,179

Year-over-Year Comparison

	2024	2023	Change
Revenue	$259,958	$278,755	-0.1%
Expenses	$212,179	$268,703	-0.2%
Net Income	$47,779	$10,052	+3.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
ROBERT GEPHARDT	TREASURER	N/A	Director	$0	$0	$0
JAMES HARDY	PRESIDENT	N/A	Director	$0	$0	$0
JIM GILBERT	SECRETARY	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
2024	$259,958	$212,179	$1,218,873	$47,779
2023	$278,755	$268,703	$1,091,034	$10,052
2022	$667,772	$623,402	$1,037,733	$44,370
2021	$505,407	$385,557	$1,021,071	$119,850
2020	$232,783	$173,131	$895,270	$59,652
2019	$361,854	$247,031	$827,734	$114,823
2018	$197,645	$248,001	$723,424	$-50,356

ANCIENT & ACCEPTED SCOTTISH RITE OF