ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISD VALLEY OF TULSA

EIN: 730669804

TULSA, OK

Total Revenue
$151,800
Total Expenses
$272,457
Total Assets
$1,997,257
Net Assets
$1,807,459
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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
1959
Legal Domicile
OK
Principal Officer
MATTHEW T CARGILL
Phone
9186227760
Tax Period
2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISD VALLEY OF TULSA, founded in 1959, is a small nonprofit that reported $152K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $272K exceeded revenue, resulting in a 79% operating deficit.

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, 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 ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.

Program Service Accomplishments

Program 1

TULSA LODGE OF PERFECTION: THE OPERATION OF THE LODGE FOR CHARITABLE, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $63,340
Investment Income $24,968
Other Revenue $63,492
TOTAL REVENUE $151,800

Expense Breakdown

Grants Paid $0
Salaries & Benefits $152,623
Fundraising Expenses $0
Other Expenses $119,834
TOTAL EXPENSES $272,457

Year-over-Year Comparison

2023 2022 Change
Revenue $151,800 $199,134 -0.2%
Expenses $272,457 $273,605 0.0%
Net Income $-120,657 $-74,471 +0.6%
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

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Governance

Voting Members
14
Independent Members
12
Employees
3
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
3
$60,502
Total Directors
14
$60,502
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL D MAXEY CHAIRMAN 1.00
Officer Director
$0 $0 $0
STEPHEN RIDENOUR TREASURER 1.00
Officer Director
$0 $0 $0
MATTHEW CARGILL SECRETARY 40.00
Officer Director
$60,502 $0 $60,502
RICHARD D SEWELL CONF MEMBER 1.00
Director
$0 $0 $0
DONALD H STANTON CONF MEMBER 1.00
Director
$0 $0 $0
LARRY ADAIR CONF MEMBER 1.00
Director
$0 $0 $0
BOBBY RINEHART CONF MEMBER 1.00
Director
$0 $0 $0
ALAN HART CONF MEMBER 1.00
Director
$0 $0 $0
BRYAN WHEAT CONF MEMBER 1.00
Director
$0 $0 $0
JOE R MANNING JR SGIG IN OKLAHOMA 5.00
Director
$0 $0 $0
ANDREW REES CONF MEMBER 1.00
Director
$0 $0 $0
LOGAN BRYANT CONF MEMBER 1.00
Director
$0 $0 $0
DANIEL MILLER CONF MEMBER 1.00
Director
$0 $0 $0
DENNIS DEAKINS CONF MEMBER 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 No data No data No data No data
2023 $151,800 $272,457 $1,997,257 $-120,657
2022 $199,134 $273,605 $2,021,404 $-74,471
2021 $559,410 $262,430 $2,632,272 $296,980
2020 $206,476 $239,433 $2,656,105 $-32,957
2019 $535,992 $359,319 $2,704,115 $176,673
2018 $372,065 $358,528 $2,514,337 $13,537
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