ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISDICTION-TAMPA (EIN 590475040) - 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

1901

Legal Domicile

Principal Officer

SCOTT MCALISTER

Phone

8138860578

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISDICTION-TAMPA, founded in 1901, is a small nonprofit that reported $470K in total revenue in fiscal year 2023. Expenses of $633K exceeded revenue, resulting in a 35% operating deficit.

Mission

PRACTICE OF ANCIENT & ACCEPTED SCOTTISH RITE FREEMASONRY

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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 $2,060

Program Service Revenue $196,222

Investment Income $267,265

Other Revenue $4,548

TOTAL REVENUE $470,095

Expense Breakdown

Grants Paid $23,479

Salaries & Benefits $111,904

Fundraising Expenses $0

Program Expenses $571,496

Other Expenses $497,118

TOTAL EXPENSES $632,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,095	$454,405	+0.0%
Expenses	$632,501	$478,081	+0.3%
Net Income	$-162,406	$-23,676	+5.9%

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

N/A

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

$122,644

Total Directors

$122,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT MCALISTER	GENERAL SECRETARY	32.00	Officer Director	$61,322	$61,322	$122,644
WELDON C HARRISON	PRESIDENT-MASTER OF KADOSH	5.00	Officer Director	$0	$0	$0
MICHAEL R PENDER JR	TREASURER	5.00	Officer Director	$0	$0	$0
CHARLES C OSBORNE	CHAIRMAN	5.00	Officer Director	$0	$0	$0
JOHN A BALDWIN	VICE PRESIDENT-COMMANDER C	5.00	Officer Director	$0	$0	$0
ROBERT J DAVIS JR	VICE PRESIDENT-WISE MASTER	5.00	Officer Director	$0	$0	$0
FREDERICK R WELDING	VICE PRESIDENT-VENERABLE M	5.00	Officer Director	$0	$0	$0
JEFFREY T SKLET	PRIOR	5.00	Officer Director	$0	$0	$0
PERRY D BATSON	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
JAMES W BENJAMIN	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
JOHN N DRAGNEFF	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
JOHN E DREWETT	MEMBER-AT-LARGE	5.00	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	$470,095	$632,501	$4,083,276	$-162,406
2022	$454,405	$478,081	$3,418,364	$-23,676
2020	$446,563	$470,072	$3,041,008	$-23,509
2019	$1,141,704	$521,896	$4,462,104	$619,808
2018	$7,557	$545,609	$3,849,489	$-538,052

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISDICTION-TAMPA