ANCIENT & ACCEPTED SCOTTISH RITE (EIN 590761668) - 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

1955

Legal Domicile

Principal Officer

JAIME M CEBOLLERO

Phone

4076574550

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE, founded in 1955, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $553K represent 28 months of operating reserves.

Mission

TO BE THE PREMIER FRATERNITY OF MEN OF INTEGRITY AND GOOD CHARACTER BY PROVIDING OPPORTUNITIES FOR PERSONAL GROWTH, LEADERSHIP SKILLS, EDUCATION AND SOCIAL INTERACTION BASED ON THEVALUES OF FRIENDSHIP, CHARITY, PARIOTISM, TOLERANCE, INTEGRITY

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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 $81,841

Program Service Revenue $0

Investment Income $140,000

Other Revenue $16,320

TOTAL REVENUE $238,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,082

Fundraising Expenses $0

Program Expenses $239,254

Other Expenses $201,172

TOTAL EXPENSES $239,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,161	$196,639	+0.2%
Expenses	$239,254	$206,199	+0.2%
Net Income	$-1,093	$-9,560	-0.9%

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

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
JAIME M CEBOLLERO	MASTER OF KADOSH	0.80	Officer Director	$0	$0	$0
MARTIN D SCHWEBEL	ALMONER	0.80	Officer Director	$0	$0	$0
KEITH W ALBRIGHT	FRATERNAL SECRETARY	45.00	Officer Director	$0	$0	$0
CHRISTOPHER J DURIE	PRIOR	0.80	Officer Director	$0	$0	$0
NOBERTO MONELL	2ND LT COMMANDER	0.80	Officer Director	$0	$0	$0
DOMINICK F TESORIERE	COMMANDER	0.80	Officer Director	$0	$0	$0
CHESTER J TOKAR	TREASURER	0.80	Officer Director	$0	$0	$0
WALTER H RICKS	CHANCELLOR	0.80	Officer	$0	$0	$0
HOWARD C CHASE	MINISTER OF STATE	0.80	Officer	$0	$0	$0
CARLOS J CRISPIN Jr	JUNIOR WARDEN	0.80	Officer	$0	$0	$0
LAWRENCE A WILLIAMSON	WISE MASTER	0.80	Officer	$0	$0	$0
WILLIAM A TRIPLETT	SENIOR WARDEN	0.80	Officer	$0	$0	$0
BARRY A ROSENTHAL	VENERABLE MASTER	0.80	Officer	$0	$0	$0
JOHNNY M BROCK	SENIOR WARDEN	0.80	Officer	$0	$0	$0
DONALD H TUCKER	JUNIOR WARDEN	0.80	Officer	$0	$0	$0
BRIAN J ZEPPA	1ST LT COMMANDER	0.80	Officer	$0	$0	$0
JOHN A MILES	PRECEPTOR	0.80	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	$238,161	$239,254	$552,638	$-1,093
2023	$196,639	$206,199	$590,982	$-9,560
2022	$164,668	$198,837	$439,804	$-34,169
2021	$224,142	$203,434	$435,263	$20,708
2020	$169,342	$200,417	$445,696	$-31,075
2019	$241,870	$192,960	$510,169	$48,910
2018	$126,500	$226,484	$459,541	$-99,984

ANCIENT & ACCEPTED SCOTTISH RITE