Ancient and Accepted Scottish Rites (EIN 560469995) - 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

1912

Legal Domicile

Principal Officer

Anthony Rathbone

Phone

8282539911

Tax Period

2023-01-01 to 2023-12-31

Ancient and Accepted Scottish Rites, founded in 1912, is a micro nonprofit that reported $64K in total revenue in fiscal year 2023. Expenses of $77K exceeded revenue, resulting in a 21% operating deficit.

Mission

It is the mission of the Scottish Rite of Freemasonry, SJ, to improve its members and enhance the communities in which they live by teaching and emulating the principles of Brotherly Love, Tolerance, Charity, and Truth while actively embracing high social, moral,

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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 $58,560

Program Service Revenue $5,351

Investment Income $32

Other Revenue $0

TOTAL REVENUE $63,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,581

Fundraising Expenses $0

Other Expenses $60,242

TOTAL EXPENSES $77,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,943	$66,825	0.0%
Expenses	$77,150	$45,842	+0.7%
Net Income	$-13,207	$20,983	-1.6%

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

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
Gus Sims	Almoner	4.00	Director	$0	$0	$0
Anthony Rathbone	Secretary	20.00	Director Key Emp Highest	$0	$0	$0
Bryant Webster	Treasurer	1.00	Director	$0	$0	$0
W Berry Rigdon	Voting Member	0.00	Director	$0	$0	$0
Rory Justin Byers	Voting Member	0.00	Director	$0	$0	$0
Gabe Quinley	Voting Member	0.00	Director	$0	$0	$0
Curtis Nugent	Voting Member	0.00	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	No data	No data	No data	No data
2023	$63,943	$77,150	$383,335	$-13,207
2022	$66,825	$45,842	$393,235	$20,983
2021	$77,827	$76,791	$373,013	$1,036
2020	$64,176	$65,258	$376,760	$-1,082
2019	$60,773	$60,091	$374,316	$682
2018	$59,050	$64,863	$336,795	$-5,813

Ancient and Accepted Scottish Rites