ANCIENT AND ACCEPTED SCOTTISH RITE

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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

1912

Legal Domicile

Principal Officer

STEVEN DOWD

Tax Period

2023-01-01 to 2023-12-31

ANCIENT AND ACCEPTED SCOTTISH RITE, founded in 1912, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $56K left a modest 11% surplus.

Mission

FRATERNAL ORGANIZATION BASED ON BROTHERHOOD RELIEF AND TRUTH.

Program Service Accomplishments

Program 1

Expenses: $47,747

THE COMMUNITY RELATIONS PROGRAM LENDS HANDICAP AND HOSPITAL EQUIPMENT TO ANYONE IN THE COMMUNITY WHO IS IN NEED OF THIS ASSISTANCE. WE MAINTAIN, REPAIR, DELIVER AND PICK UP THIS EQUIPMENT FOR THE...

THE COMMUNITY RELATIONS PROGRAM LENDS HANDICAP AND HOSPITAL EQUIPMENT TO ANYONE IN THE COMMUNITY WHO IS IN NEED OF THIS ASSISTANCE. WE MAINTAIN, REPAIR, DELIVER AND PICK UP THIS EQUIPMENT FOR THE RECIPIENTS.

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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 $31,831

Program Service Revenue $4,020

Investment Income $2,196

Other Revenue $24,619

TOTAL REVENUE $62,666

Expense Breakdown

Grants Paid $2,167

Salaries & Benefits $3,517

Fundraising Expenses $0

Program Expenses $47,747

Other Expenses $49,985

TOTAL EXPENSES $55,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,666	$80,896	-0.2%
Expenses	$55,669	$100,918	-0.4%
Net Income	$6,997	$-20,022	-1.3%

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

320

Independent Members

320

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
JAMES HIGGENBOTTOM	TRUSTEE	2.00	Director	$0	$0	$0
PAGE S NEALE	TRUSTEE - CHAIRMAN	16.00	Director	$0	$0	$0
JOHN R TILLER III	TRUSTEE	1.00	Director	$0	$0	$0
TOM MAINWARING	TRUSTEE	1.00	Director	$0	$0	$0
RANDY MANEY	TRUSTEE	1.00	Director	$0	$0	$0
JACK L SMITH	VALLEY REPRESENTATIVE	12.00	Officer Director Key Emp	$0	$0	$0
JOSEPH GADEA	MASTER 31-32	2.00	Officer	$0	$0	$0
BRUCE EDWARDS	ASST REPRESENTATIVE	4.00	Officer	$0	$0	$0
WILLIAM E RORER JR	MASTER 19-30	1.00	Officer	$0	$0	$0
J R RAWLS	TREASURER	1.00	Officer	$0	$0	$0
STEVEN DOWD	SECRETARY	16.00	Officer Highest	$0	$0	$0
DAVID BURKUS	ASSISTANT SECRETARY	12.00	Officer	$0	$0	$0
GENE MONROE	MASTER 15-18	1.00	Officer	$0	$0	$0
MANUEL LACERDA	MASTER 4-14	3.00	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	$62,666	$55,669	$1,607,401	$6,997
2022	$80,896	$100,918	$1,600,404	$-20,022
2021	$54,455	$63,404	$1,620,426	$-8,949
2020	$65,008	$59,325	$1,629,375	$5,683
2019	$129,906	$126,867	$1,623,692	$3,039
2018	$116,549	$105,514	$1,756,057	$11,035