ANCIENT & ACCEPTED SCOTTISH RITE OF (EIN 460191692) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

DOUG WANTTIE

Phone

6052161067

Tax Period

2025-01-01 to 2025-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION is a micro nonprofit that reported $52K in total revenue in fiscal year 2018. Revenue decreased 17% compared to the prior year. Expenses of $62K exceeded revenue, resulting in a 19% operating deficit.

Mission

A FRATERNAL AND PHILANTRHOPIC MASONIC ORGANIZATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $171,594

Program Service Revenue $0

Investment Income $69,777

Other Revenue $0

TOTAL REVENUE $241,371

Expense Breakdown

Grants Paid $9,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,127

Other Expenses $23,217

TOTAL EXPENSES $47,095

Year-over-Year Comparison

	2025	2024	Change
Revenue	$241,371	$69,640	+2.5%
Expenses	$47,095	$57,722	-0.2%
Net Income	$194,276	$11,918	+15.3%

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

N/A

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
SAM SMITH	TREASURER	N/A	Officer	$0	$0	$0
DOUG WANTTIE	SECRETARY	N/A	Officer	$0	$0	$0
DARRYL SCHUTTE	VENERABLE MA	N/A	Officer	$0	$0	$0
MATTHEW PERRAULT	SECRETARY	N/A	Officer	$0	$0	$0
KEVIN HARR	COMMANDER	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	$241,371	$47,095	$821,250	$194,276
2024	$69,640	$57,722	$581,492	$11,918
2023	$29,913	$48,441	$546,905	$-18,528
2022	$42,109	$45,439	$503,391	$-3,330
2021	$48,407	$41,746	$599,919	$6,661
2020	$25,854	$43,424	$543,018	$-17,570
2019	$33,508	$18,672	$542,910	$14,836
2018	$52,288	$62,133	$461,100	$-9,845

ANCIENT & ACCEPTED SCOTTISH RITE OF