ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY VALLEY OF WHEELING (EIN 550113703) - 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

1894

Legal Domicile

Principal Officer

DAVID BLUM

Phone

3042333747

Tax Period

2025-01-01 to 2025-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY VALLEY OF WHEELING, founded in 1894, is a small nonprofit that reported $109K in total revenue in fiscal year 2025. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $147K exceeded revenue, resulting in a 34% operating deficit.

Mission

Fraternal organization - To provide and maintain a meeting place for Ancient & Accepted Scottish Rite of Freemasonry members, to improve its members and enhance the communities in which they live, by teaching and emulating high social,moral, and spiritual values.

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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 (2025)

Revenue Breakdown

Contributions & Grants $43,275

Program Service Revenue $41,622

Investment Income $2,407

Other Revenue $22,186

TOTAL REVENUE $109,490

Expense Breakdown

Grants Paid $2,105

Salaries & Benefits $11,233

Fundraising Expenses $0

Program Expenses $30,318

Other Expenses $133,700

TOTAL EXPENSES $147,038

Year-over-Year Comparison

	2025	2024	Change
Revenue	$109,490	$359,897	-0.7%
Expenses	$147,038	$125,898	+0.2%
Net Income	$-37,548	$233,999	-1.2%

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

589

Independent Members

589

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
Anthony Assaro	Trustee	1	Director	$0	$0	$0
Beau Stidd	Trustee	1	Director	$0	$0	$0
Adolph Santorine	Trustee	1	Director	$0	$0	$0
Earl Forman	Trustee	1	Director	$0	$0	$0
Richard brown	Personal Representative	32	Officer	$0	$0	$0
David Blum	General Secretary	32	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	$109,490	$147,038	$953,128	$-37,548
2024	$359,897	$125,898	$971,155	$233,999
2023	$87,227	$126,584	$1,223,880	$-39,357
2022	$82,750	$84,139	$1,264,242	$-1,389
2021	$72,099	$54,212	$1,278,867	$17,887
2020	$699,027	$112,822	$1,166,731	$586,205
2019	$135,037	$182,099	$584,009	$-47,062
2018	$103,054	$162,104	$615,587	$-59,050

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY VALLEY OF WHEELING