Ancient & Accepted Scottish Rite of ELMO Lodge Valley of Wichita (EIN 480477345) - 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

1887

Legal Domicile

Principal Officer

Tony Nelzen

Phone

3162634218

Tax Period

2024-10-01 to 2025-09-30

Ancient & Accepted Scottish Rite of ELMO Lodge Valley of Wichita, founded in 1887, is a small nonprofit that reported $275K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $67K, a strong 24% operating margin.

Mission

Fraternal benefits

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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 $56,189

Program Service Revenue $7,508

Investment Income $193,016

Other Revenue $18,283

TOTAL REVENUE $274,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,379

Fundraising Expenses $0

Program Expenses $208,492

Other Expenses $191,113

TOTAL EXPENSES $208,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,996	$248,713	+0.1%
Expenses	$208,492	$212,998	0.0%
Net Income	$66,504	$35,715	+0.9%

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

100

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

$6,440

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard H Price	Trustee	0.50	Director	$0	$0	$0
Ronald L Capps	Trustee	2.00	Director	$0	$0	$0
Gary Gates	Trustee	0.50	Director	$0	$0	$0
Tony G Nelzen	General Secretary	40.00	Officer	$6,440	$0	$6,440
Ronnie L Van Etten	Personal Representative	2.00	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	$274,996	$208,492	$2,239,029	$66,504
2024	$248,713	$212,998	$2,107,138	$35,715
2023	$208,018	$248,588	$1,970,680	$-40,570
2022	$191,829	$240,872	$1,915,533	$-49,043
2021	$188,393	$246,285	$2,228,229	$-57,892
2020	$198,020	$257,740	$2,167,399	$-59,720
2019	$390,795	$345,613	$2,182,423	$45,182
2018	$382,657	$444,523	$2,137,829	$-61,866
2017	$382,657	$444,523	$2,137,829	$-61,866

Ancient & Accepted Scottish Rite of ELMO Lodge Valley of Wichita