ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF PHX (EIN 860072284) - 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

1945

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF PHX, founded in 1945, is a small nonprofit that reported $795K in total revenue in fiscal year 2023. Revenue surged 334% from the prior year, signaling strong growth momentum. The organization ran a surplus of $447K, a strong 56% operating margin.

Mission

FRATERNAL ORGANIZATION

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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 $5,469

Program Service Revenue $80,623

Investment Income $709,050

Other Revenue $0

TOTAL REVENUE $795,142

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,334

Fundraising Expenses $0

Program Expenses $229,466

Other Expenses $293,062

TOTAL EXPENSES $348,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$795,142	$183,043	+3.3%
Expenses	$348,396	$369,351	-0.1%
Net Income	$446,746	$-186,308	-3.4%

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

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

$12,738

Total Directors

Key Employees

$36,153

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTONIO LUGO	GENERAL SECRETARY	40.00	Key Emp	$36,153	$0	$36,153
WILLIAM PARK	TREASURER	16.00	Officer	$12,738	$0	$12,738
FRANCIS FRITZ	WISE MASTER	5.00	Officer	$0	$0	$0
PAUL MCCULLOUGH	MASTER	5.00	Officer	$0	$0	$0
JOHN NICHOLS	PERSONAL REPRESENTATIVE	5.00	Officer	$0	$0	$0
RANDAL JAGER	DEPUTY	16.00	Officer	$0	$0	$0
JOEY BOYER	COMMANDER	5.00	Officer	$0	$0	$0
COSMO MAGLIOZZI	VENERABLE MASTER	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	No data	No data	No data	No data
2023	$795,142	$348,396	$6,931,502	$446,746
2022	$183,043	$369,351	$6,484,123	$-186,308
2021	$755,874	$292,822	$6,673,615	$463,052
2020	$191,816	$539,739	$6,209,045	$-347,923
2019	$151,438	$491,577	$5,400,250	$-340,139
2018	$236,124	$279,010	$5,716,027	$-42,886

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF PHX