ANCIENT & ACCEPTED SCOTTISH RITE - PENSACOLA FL (EIN 590134480) - 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

1905

Legal Domicile

Principal Officer

KURT LARSON

Phone

8504940801

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE - PENSACOLA FL, founded in 1905, is a small nonprofit that reported $119K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $112K left a modest 6% surplus.

Mission

PENSACOLA SCOTTISH RITE IS A MASONIC FRATERNAL ORGANIZATION. AS SUCH, IT PROVIDES FACILITIES AND FUNCTIONS FOR THE FELLOWSHIP OF ITS MEMBERS. IT PROVIDES CHARITABLE ASSISTANCE TO NEEDY INDIVIDUALS AND COMMUNITY ORGANIZATIONS. IT PROVIDES MASONIC EDUCATION TO ITS MEMBERS AND TO OTHER INTERESTED INDIVIDUALS.

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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 $17,545

Program Service Revenue $37,260

Investment Income $64,529

Other Revenue $0

TOTAL REVENUE $119,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,188

Fundraising Expenses $0

Other Expenses $71,531

TOTAL EXPENSES $111,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,334	$105,032	+0.1%
Expenses	$111,719	$135,127	-0.2%
Net Income	$7,615	$-30,095	-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

Independent Members

Employees

Volunteers

300

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
GENE BODKIN	PRIOR CONSIS	N/A	Director	$0	$0	$0
JAMES DRAEVING	MEMBER	N/A	Director	$0	$0	$0
DANIEL SAVAGE	MEMBER	N/A	Director	$0	$0	$0
ALEX CARAMBAS	COMMANDER CO	N/A	Officer	$0	$0	$0
JAMES GAZAWAY	WISE MASTER	N/A	Officer	$0	$0	$0
BOBBY KICKLITER	TREASURER	N/A	Officer	$0	$0	$0
KURT LARSON	PERSONAL REP	N/A	Officer	$0	$0	$0
RONALD PARKS	MASTER OF KA	N/A	Officer	$0	$0	$0
JIM SALISBURY	GENERAL SECR	N/A	Officer	$0	$0	$0
DWIGHT WILSON	VENERABLE MA	N/A	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	$119,334	$111,719	$2,047,710	$7,615
2022	$105,032	$135,127	$1,739,201	$-30,095
2021	$95,444	$119,318	$1,822,785	$-23,874
2020	$98,000	$109,487	$1,690,925	$-11,487
2019	$104,676	$139,349	$1,756,603	$-34,673

ANCIENT & ACCEPTED SCOTTISH RITE - PENSACOLA FL