ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION (EIN 470293215) - 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

1934

Legal Domicile

Principal Officer

MICHAEL D GRAY

Phone

4024352144

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION, founded in 1934, is a small nonprofit that reported $112K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $184K exceeded revenue, resulting in a 65% operating deficit.

Mission

COMMUNITY SERVICE TO PROMOTE, SUPPORT AND MAINTAIN CULTURAL, EDUCATIONAL, HISTORICAL, LITERARY AND CHARITABLE PROGRAMS

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,871

Program Service Revenue $32,829

Investment Income $16,709

Other Revenue $52,208

TOTAL REVENUE $111,617

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,559

Fundraising Expenses $0

Other Expenses $162,161

TOTAL EXPENSES $183,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$111,617	$166,310	-0.3%
Expenses	$183,720	$175,574	+0.0%
Net Income	$-72,103	$-9,264	+6.8%

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

$20,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE D WOOD	SECRETARY	20.00	Officer	$20,000	$0	$20,000
DENNIS H BRYDL	MEMBER	1.00	Director	$0	$0	$0
JAMES L CHAMBERS	MEMBER	1.00	Director	$0	$0	$0
ROBERT W MONINGER	MEMBER	1.00	Director	$0	$0	$0
RODNEY D POSKOCHIL	MEMBER	1.00	Director	$0	$0	$0
EUGENE SIBLEY	MEMBER	1.00	Director	$0	$0	$0
MARK A WHITEHEAD	MEMBER	1.00	Director	$0	$0	$0
STEVEN L CARPER	TREASURER	1.00	Officer	$0	$0	$0
MICHAEL D GRAY	PRESIDENT	2.00	Officer	$0	$0	$0
DALE LUEDERS	VICE-PRESIDE	1.00	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	No data	No data	No data	No data
2023	$111,617	$183,720	$1,998,179	$-72,103
2022	$166,310	$175,574	$2,001,727	$-9,264
2021	$170,050	$192,444	$2,178,008	$-22,394
2020	$99,487	$166,678	$2,186,998	$-67,191
2019	$263,183	$222,352	$2,203,591	$40,831
2018	$199,849	$182,980	$2,067,379	$16,869

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION