ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION (EIN 740889530) - 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

1914

Legal Domicile

Principal Officer

Brian Vance

Phone

5124727247

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION, founded in 1914, is a micro nonprofit that reported $98K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $90K left a modest 8% surplus.

Mission

Provide programs, reunions and other events for fraternal activities and Scottish Rite ceremonies. Provide charitable works as needed. Provide programs fostering respect for American history and values.

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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 (2023)

Revenue Breakdown

Contributions & Grants $54,634

Program Service Revenue $16,128

Investment Income $27,118

Other Revenue $0

TOTAL REVENUE $97,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,690

Fundraising Expenses $0

Program Expenses $55,078

Other Expenses $69,675

TOTAL EXPENSES $90,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,880	$107,507	-0.1%
Expenses	$90,365	$78,562	+0.2%
Net Income	$7,515	$28,945	-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

N/A

Employees

Volunteers

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

$19,200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don L Eames	General Secretary	21	Key Emp	$19,200	$0	$19,200
Brian A Vance	Chairman	4	Officer	$0	$0	$0
James Baker	Wise Master	1	Officer	$0	$0	$0
Andy Barclay	Venerable Master	1	Officer	$0	$0	$0
Raul Scully	Commander of Kadosh	1	Officer	$0	$0	$0
Garth Weaver	Master of Kadosh	1	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	No data	No data	No data	No data
2023	$97,880	$90,365	$635,821	$7,515
2022	$107,507	$78,562	$601,235	$28,945
2021	$86,380	$79,357	$594,370	$7,023
2020	$101,857	$73,113	$553,408	$28,744

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION