ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA GROUP RET

EIN: 680417450

Huntington Beach, CA

Total Revenue
$48,156
Total Expenses
$46,657
Total Assets
$179,016
Net Assets
$178,344
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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
1977
Legal Domicile
CA
Principal Officer
David Gilman
Phone
9495869607
Tax Period
2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA GROUP RET, founded in 1977, is a micro nonprofit that reported $48K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $47K left a modest 3% surplus.

Mission

IT IS THE MISSION OF THE ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE THE ORGANIZATION CONDUCTED MONTHLY MEETINGS WITH MEMBERS AND GUESTS TOPROVIDE FELLOWSHIP AND EDUCATIONAL OPPORTUNITIES IN THE TEACHINGS OF MASONRY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,256
Program Service Revenue $0
Investment Income $5,900
Other Revenue $0
TOTAL REVENUE $48,156

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $46,657
TOTAL EXPENSES $46,657

Year-over-Year Comparison

2024 2023 Change
Revenue $48,156 $29,875 +0.6%
Expenses $46,657 $26,765 +0.7%
Net Income $1,499 $3,110 -0.5%
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

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Governance

Voting Members
8
Independent Members
8
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
8
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ralph Shelton PERSONAL REPREN 2.00
Officer
$0 $0 $0
Jack Hennings ASST TO PERSONA 2.00
Officer
$0 $0 $0
JAMIE HOPKINS GENERAL SECRETA 2.00
Officer
$0 $0 $0
James McCallion VENERABLE MASTE 2.00
Officer
$0 $0 $0
Russ Hennings WISE MASTER 2.00
Officer
$0 $0 $0
Alejo Velarde Commander 2.00
Officer
$0 $0 $0
Barry McKinley Master of Kados 2.00
Officer
$0 $0 $0
David Gilman 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
2025 No data No data No data No data
2024 $48,156 $46,657 $179,016 $1,499
2023 $29,875 $26,765 $202,054 $3,110
2023 $41,929 $46,714 $167,852 $-4,785
2022 $34,182 $32,814 $199,174 $1,368
2021 $34,439 $46,893 $199,031 $-12,454
2020 $36,917 $37,084 $211,070 $-167
2019 $30,276 $53,261 $206,107 $-22,985
2018 $61,421 $41,147 $187,898 $20,274
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