ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ

EIN: 510011572

WILMINGTON, DE

Total Revenue
$128,967
Total Expenses
$131,028
Total Assets
$1,173,993
Net Assets
$1,173,470
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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
1910
Legal Domicile
DE
Principal Officer
RICK L SWALM
Phone
3029986475
Tax Period
2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ, founded in 1910, is a small nonprofit that reported $129K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.2M represent 109 months of operating reserves.

Mission

STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP, AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF THE FREEMASONRY AND 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $57,898
Investment Income $69,980
Other Revenue $1,089
TOTAL REVENUE $128,967

Expense Breakdown

Grants Paid $0
Salaries & Benefits $18,902
Fundraising Expenses $0
Other Expenses $112,126
TOTAL EXPENSES $131,028

Year-over-Year Comparison

2024 2023 Change
Revenue $128,967 $114,099 +0.1%
Expenses $131,028 $166,648 -0.2%
Net Income $-2,061 $-52,549 -1.0%
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

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Governance

Voting Members
5
Independent Members
5
Employees
2
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
5
$17,300
Total Directors
6
$16,800
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CESAR E ANICENTO TRUSTEE 5.00
Director
$0 $0 $0
STEPHEN M TUCKER SECRETARY 18.00
Officer Director
$16,800 $0 $16,800
KENNARD BROWN TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM J SHAW TRUSTEE 1.00
Director
$0 $0 $0
RONALD P FERRARO TRUSTEE 1.00
Director
$0 $0 $0
DAVID H LAVCIUS TRUSTEE 1.00
Director
$0 $0 $0
RICKY L SWALM DEPUTY & PRESIDENT 5.00
Officer
$0 $0 $0
ROBERT R DION TREASURER 5.00
Officer
$500 $0 $500
STEPHEN MCCARTHY ACTIVE & VP 5.00
Officer
$0 $0 $0
DAVID J WALTERS II DEPUTY REPRESENTATIVE 5.00
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
2025 $128,967 $131,028 $1,173,993 $-2,061
2024 $114,099 $166,648 $1,151,166 $-52,549
2023 $144,839 $172,023 $1,138,704 $-27,184
2022 $193,045 $197,771 $1,169,011 $-4,726
2021 $176,615 $111,849 $1,412,467 $64,766
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