ANCIENT & ACCEPTED SCOTTISH RITE O… - Form 990 Financial Data

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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

Phone

3053744700

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION, founded in 1901, is a small nonprofit that reported $308K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $435K exceeded revenue, resulting in a 41% operating deficit.

Mission

Fraternity body of Master Masons making good men better while supporting high morals at the same time helping children with learning disabilities.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $52,167

Fraternity body of Master Masons making good men better while supporting high morals at the same time helping children with learning disabilities.

Program 2

Expenses: $0 Revenue: $20,469

Initiation fees from 2024 new members

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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 $6,622

Program Service Revenue $72,635

Investment Income $115,520

Other Revenue $113,400

TOTAL REVENUE $308,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,881

Fundraising Expenses $0

Program Expenses $0

Other Expenses $373,463

TOTAL EXPENSES $435,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,177	$475,491	-0.4%
Expenses	$435,344	$467,830	-0.1%
Net Income	$-127,167	$7,661	-17.6%

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

N/A

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

$43,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Herman Gonzalez	Generaal Secretary	20.00	Officer	$43,200	$0	$43,200
Brett Gordon	Wise Master	5.00	Officer	$0	$0	$0
Armando Mitat	Master of Kadosh	5.00	Officer	$0	$0	$0
Dale Spear	Commander	5.00	Officer	$0	$0	$0
Brian Chartrand	Venerable Master	5.00	Officer	$0	$0	$0
Paul Martuerse	Treasurer	5.00	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
2024	$308,177	$435,344	$4,223,823	$-127,167
2023	$475,491	$467,830	$4,238,894	$7,661
2022	$308,464	$454,306	$4,050,500	$-145,842
2022	$309,638	$425,707	$4,050,500	$-116,069
2022	$308,464	$454,306	$4,050,500	$-145,842
2021	$377,255	$470,330	$4,525,656	$-93,075
2020	$191,024	$384,196	$4,609,573	$-193,172

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION