ANCIENT & ACCEPTED SCOTTISH RITE O… - Form 990 Financial Data

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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

1940

Legal Domicile

Phone

2535650272

Tax Period

2025-01-01 to 2025-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF TACOMA & COORD BODIES, founded in 1940, is a small nonprofit that reported $136K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 30% operating margin.

Mission

It is our mission to improve & enhance members communities by teaching & emulating the principles of Brotherly Love, Tolerance, Charity, & Truth while embracing high social, moral, & spiritual values including fellowship, compassion, & dedication to God, family & country.

Program Service Accomplishments

Program 1

TACOMA SCOTTISH RITE IS A FRATERNAL ORGANIZATION THAT SUPPORTS VARIOUS LOCAL CHARITIES AND CAUSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $36,910

Program Service Revenue $0

Investment Income $99,556

Other Revenue $0

TOTAL REVENUE $136,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,200

Fundraising Expenses $11,283

Other Expenses $81,343

TOTAL EXPENSES $95,543

Year-over-Year Comparison

	2025	2024	Change
Revenue	$136,466	$187,784	-0.3%
Expenses	$95,543	$91,512	+0.0%
Net Income	$40,923	$96,272	-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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

$14,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID APPONTE	Secretary	10.00	Officer	$13,000	$0	$13,000
MARTIN MONK	Treasurer	5.00	Officer	$1,200	$0	$1,200
ALEX KAEKA	Chairman	1.00	Officer	$0	$0	$0
SCOTT THOMPSON	President	1.00	Officer	$0	$0	$0
DANNY MARSH	Vice President	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
2025	$136,466	$95,543	$2,034,902	$40,923
2024	No data	No data	No data	No data
2023	$94,456	$54,664	$1,894,819	$39,792
2022	$86,689	$62,128	$1,799,277	$24,561
2021	$137,448	$66,931	$2,041,106	$70,517
2020	$216,515	$189,732	$1,974,873	$26,783
2019	$736,066	$36,978	$1,805,674	$699,088
2018	$98,019	$87,944	$979,376	$10,075

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF TACOMA & COORD BODIES