ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SA (EIN 740485600) - 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

1912

Legal Domicile

Principal Officer

JAIME GARZA

Phone

2102220133

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SA, founded in 1912, is a small nonprofit that reported $106K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $122K exceeded revenue, resulting in a 14% operating deficit.

Mission

The Scottish Rite is devoted to the cause of Liberty, Equality, and Fraternity. To establish righteousness and ordain mercy to protect the weak and combat all dogmas that would imprison the human spirit.

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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 $98,405

Program Service Revenue $3,300

Investment Income $4,492

Other Revenue $82

TOTAL REVENUE $106,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,601

Fundraising Expenses $0

Program Expenses $21,940

Other Expenses $81,045

TOTAL EXPENSES $121,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,279	$145,121	-0.3%
Expenses	$121,646	$155,157	-0.2%
Net Income	$-15,367	$-10,036	+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

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 Garza	Treasurer	005.00	Officer Director	$0	$0	$0
Joseph Helminiak	Sec/Venerable Master/Pres	005.00	Officer Director	$0	$0	$0
Matthew W Brown	Sr. Warden	001.00	Director	$0	$0	$0
Robert Bruce	Jr. Warden	001.00	Director	$0	$0	$0
Charles Kee	Wise Master	001.00	Director	$0	$0	$0
Paul Canales	Commander	001.00	Director	$0	$0	$0
Jesse Medina	Master of Kadosh	001.00	Director	$0	$0	$0
Alan Gatlin	Orator/Director	001.00	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	$106,279	$121,646	$705,243	$-15,367
2023	$145,121	$155,157	$704,179	$-10,036
2022	$106,681	$149,454	$715,846	$-42,773
2021	$173,143	$139,891	$769,641	$33,252
2020	$129,229	$128,249	$771,346	$980
2019	$143,152	$192,706	$743,417	$-49,554
2018	$113,978	$139,995	$771,708	$-26,017

ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY SA