ANCIENT & ACCEPTED SCOTTISH RITE MOQEDAH LODGE OF PERFECTION #7 (EIN 620115079) - 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

EARL J PORTER

Phone

6152593434

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE MOQEDAH LODGE OF PERFECTION #7, founded in 1905, is a small nonprofit that reported $580K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Net assets of $6.3M represent 130 months of operating reserves.

Mission

THE COORDINATION OF SCOTTISH RITE MASONIC FRATERNAL ACTIVITIES IN NASHVILLE AND MIDDLE TENNESSEE.

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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 $159,666

Program Service Revenue $0

Investment Income $420,373

Other Revenue $145

TOTAL REVENUE $580,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,951

Fundraising Expenses $0

Other Expenses $335,260

TOTAL EXPENSES $593,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$580,184	$452,389	+0.3%
Expenses	$593,211	$647,776	-0.1%
Net Income	$-13,027	$-195,387	-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

350

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

$124,680

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN L WEAVER III	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY J OVIES	DIRECTOR	1.00	Director	$0	$0	$0
JAMES K NEWBERRY	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE C LADD III	DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN H COLE	DIRECTOR	1.00	Officer Director	$0	$0	$0
EDWARD D STEINHAUSER	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD E SCOTT	DIRECTOR	1.00	Officer Director	$0	$0	$0
JERRY V SMITH	DIRECTOR	1.00	Officer Director	$0	$0	$0
THOMAS J DRIBER	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL H JONES	SECRETARY	40.00	Officer	$124,680	$0	$124,680
RONNY L GREER	TREASURER	1.00	Officer	$0	$0	$0
EARL J PORTER	PERSONAL REP OF SGIG	1.00	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	$580,184	$593,211	$6,293,055	$-13,027
2023	$452,389	$647,776	$6,212,626	$-195,387
2022	$395,093	$538,367	$5,909,276	$-143,274
2021	$758,836	$600,106	$7,137,204	$158,730
2020	$332,386	$508,473	$6,714,008	$-176,087
2019	$616,647	$534,457	$6,446,359	$82,190
2018	$368,019	$438,511	$5,885,708	$-70,492

ANCIENT & ACCEPTED SCOTTISH RITE MOQEDAH LODGE OF PERFECTION #7