Ancient and Accepted Scottish Rite (EIN 560122202) - 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

Legal Domicile

Principal Officer

DC Heilman

Phone

7043653579

Tax Period

2024-01-01 to 2024-12-31

Ancient and Accepted Scottish Rite is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Expenses of $306K exceeded revenue, resulting in a 56% operating deficit.

Mission

Fraternal organization.

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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 $15,677

Program Service Revenue $157,274

Investment Income $18,384

Other Revenue $4,695

TOTAL REVENUE $196,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,658

Fundraising Expenses $0

Program Expenses $82,960

Other Expenses $226,144

TOTAL EXPENSES $305,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,030	$201,980	0.0%
Expenses	$305,802	$302,981	+0.0%
Net Income	$-109,772	$-101,001	+0.1%

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

175

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

$73,860

Total Directors

$73,860

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DC Heilman	Secretary	32.00	Officer Director	$73,860	$0	$73,860
Jeremy Hilton	Director	0.50	Director	$0	$0	$0
Rick Garver	Director	0.50	Director	$0	$0	$0
Francois Swanepoel	Director	0.50	Director	$0	$0	$0
Gilbert D Bailey	Director	0.50	Director	$0	$0	$0
Dwight M Sigmon	Director	0.50	Director	$0	$0	$0
Ranjan Varghese	Director	0.50	Director	$0	$0	$0
Brian Clay	Director	0.50	Director	$0	$0	$0
Kevin McKenzie	Director	0.50	Director	$0	$0	$0
Brett Porterfield	Director	0.50	Director	$0	$0	$0
Noah Goode	Director	0.50	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
2024	$196,030	$305,802	$5,764,897	$-109,772
2023	$201,980	$302,981	$5,229,344	$-101,001
2022	$287,920	$280,400	$4,661,114	$7,520
2021	$304,283	$246,190	$5,204,370	$58,093
2020	$316,950	$204,582	$5,250,374	$112,368
2019	$363,292	$237,119	$4,968,255	$126,173
2018	$324,419	$228,466	$4,724,664	$95,953

Ancient and Accepted Scottish Rite