ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA (EIN 596139085) - 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

2002

Legal Domicile

Principal Officer

CHARLES W WAITE

Phone

3057970859

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA, founded in 2002, is a small nonprofit that reported $184K in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $66K, a strong 36% operating margin.

Mission

FRATERNAL ORGANIZATION PROVIDING ASSISTANCE FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, EDUCATIONAL AND FRATERNAL PURPOSES, PRIMARILY THROUGH SCHOLARSHIPS TO CHILDREN IN THE KEY WEST COMMUNITY AND SUPPORT FOR CHILDREN WITH LEARNING DISABILITIES, HEARING AND SPEECH DEFICIENCIES.

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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 $37,363

Program Service Revenue $0

Investment Income $156,514

Other Revenue $-9,749

TOTAL REVENUE $184,128

Expense Breakdown

Grants Paid $11,000

Salaries & Benefits $6,150

Fundraising Expenses $0

Program Expenses $109,319

Other Expenses $100,787

TOTAL EXPENSES $117,937

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,128	$340,318	-0.5%
Expenses	$117,937	$132,415	-0.1%
Net Income	$66,191	$207,903	-0.7%

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

$6,150

Total Directors

$6,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GILBERT FONT JR	Secretary	1.00	Officer Director	$4,200	$0	$4,200
CHARLES W WAITE	President	2.00	Officer Director	$1,200	$0	$1,200
FREDERICK BLAINE RINEER	Treasurer	1.00	Officer Director	$750	$0	$750
Richard Hoover	Director	1.00	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	$184,128	$117,937	$3,400,617	$66,191
2023	$340,318	$132,415	$3,358,125	$207,903
2022	$37,842	$60,772	$3,188,593	$-22,930
2021	$45,453	$50,033	$1,974,935	$-4,580
2020	$23,839	$63,301	$1,979,476	$-39,462

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA