ANCIENT & ACCEPTED SCOTTISH RITE (EIN 576020543) - 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

1950

Legal Domicile

Phone

8642325430

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE, founded in 1950, is a small nonprofit that reported $384K in total revenue in fiscal year 2024. Revenue surged 328% from the prior year, signaling strong growth momentum. The organization ran a surplus of $284K, a strong 74% operating margin.

Mission

CHARITABLE PURPOSES. DONATION OF MONIES FOR THE SUPPORT OF VARIOUS APPROVED ORGANIZATIONS, SOME OF WHICH TREAT CHILDREN WHO HAVE DIFFICULTY UNDERSTANDING THE SPOKEN WORD. SCHOLARSHIPS FOR EDUCATION.

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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 $72,587

Program Service Revenue $0

Investment Income $311,510

Other Revenue $0

TOTAL REVENUE $384,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,186

Fundraising Expenses $0

Program Expenses $33,760

Other Expenses $72,032

TOTAL EXPENSES $100,218

Year-over-Year Comparison

	2024	2023	Change
Revenue	$384,097	$89,840	+3.3%
Expenses	$100,218	$97,351	+0.0%
Net Income	$283,879	$-7,511	-38.8%

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

462

Independent Members

462

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
EDWARD SNOW	GENERAL SECRETARY	0.00	Officer	$0	$0	$0
KEVIN S MERTENS	SECRETARY	0.00	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	No data	No data	No data	No data
2024	$384,097	$100,218	$6,838,790	$283,879
2023	$89,840	$97,351	$6,554,911	$-7,511
2022	$6,311,843	$1,149,745	$6,418,157	$5,162,098
2021	$79,181	$154,946	$1,256,059	$-75,765
2020	$89,866	$117,220	$1,367,098	$-27,354
2019	$155,061	$131,006	$1,394,452	$24,055
2018	$99,325	$147,450	$1,370,397	$-48,125

ANCIENT & ACCEPTED SCOTTISH RITE