Ancient Free and Accepted Masons of Montana - Southern Jurisdiction (EIN 810111745) - 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

1995

Legal Domicile

Principal Officer

Daniel Jobrack

Phone

4062591680

Tax Period

2024-01-01 to 2024-12-31

Ancient Free and Accepted Masons of Montana - Southern Jurisdiction, founded in 1995, is a small nonprofit that reported $123K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 30% operating margin.

Mission

Language and Speech Disorders Programs: Language Clinic provides speeach therapy sponsorships to children at no cost to child or family. Also provide assistance for parent traing courses to assist parents

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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 $50,715

Program Service Revenue $0

Investment Income $72,263

Other Revenue $0

TOTAL REVENUE $122,978

Expense Breakdown

Grants Paid $80,073

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,327

Other Expenses $6,437

TOTAL EXPENSES $86,510

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,978	$94,845	+0.3%
Expenses	$86,510	$55,625	+0.6%
Net Income	$36,468	$39,220	-0.1%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jered Scherer	President	2.00	Officer	$0	$0	$0
Daniel Jobrack	Treasurer	5.00	Officer	$0	$0	$0
Llewellen Fletcher	Secretary	2.00	Officer	$0	$0	$0
Ron Aasterud	Member	1.00	Officer	$0	$0	$0
Pam Stevens	Member	1.00	Officer	$0	$0	$0
Thomas Hanel	Member	1.00	Officer	$0	$0	$0
Don Herndon	Member	1.00	Officer	$0	$0	$0
Sean McDuffee	Member	1.00	Officer	$0	$0	$0
Mary Beth Assterud	Member	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	$122,978	$86,510	$1,151,296	$36,468
2023	$57,952	$146,178	$1,705,589	$-88,226
2022	$60,586	$130,410	$1,527,175	$-69,824
2021	$42,620	$82,349	$1,610,565	$-39,729
2020	$80,411	$95,238	$1,707,729	$-14,827
2019	$369,843	$804,503	$1,226,845	$-434,660
2018	$256,315	$88,358	$1,662,016	$167,957

Ancient Free and Accepted Masons of Montana - Southern Jurisdiction