ANCIENT & ACCEPTED SCOTTISH RITE OF (EIN 910571990) - 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

1920

Legal Domicile

Principal Officer

LANCE OTIS

Phone

3603169237

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF, founded in 1920, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $100K exceeded revenue, resulting in a 153% operating deficit.

Mission

THE ORGANIZATION PROMOTES NEW MEMBERSHIPS AND PERFORMS ITS FRATERNAL GOALS UNDER THE DIRECTIVE OF THE SUPREME COUNCIL OF THE SCOTTISH RITE-SOUTHER JURISDICTION WITH A FOCUS ON HUMAN PROGRESS, LIBERTY OF THOUGHT, FREEDOM OF CONSCIENCE, AND EQUAL RIGHTS TO ALL.

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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 $8,258

Program Service Revenue $14,012

Investment Income $17,252

Other Revenue $0

TOTAL REVENUE $39,522

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $91,809

TOTAL EXPENSES $99,809

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,522	$60,940	-0.4%
Expenses	$99,809	$124,891	-0.2%
Net Income	$-60,287	$-63,951	-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

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
MIKE PURSEY	IGH PERSONAL REP OF DSC IN	10.00	Director	$0	$0	$0
TOM DANGELO	IGH ALMONER	5.00	Director	$0	$0	$0
TODD MEARS	VENERABLE MASTER-LODGE	10.00	Director	$0	$0	$0
SCOT SAGESER	SECRETARY	20.00	Director	$0	$0	$0
BILL HUBBARD	TREASURER	16.00	Director	$0	$0	$0
DAN ADRIACICO	ROSE CROIX WISE MASTER	1.00	Director	$0	$0	$0
RICHARD MASCH	FINANCE BD	1.00	Director	$0	$0	$0
JASON REEDER	FINANCE BD	1.00	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	No data	No data	No data	No data
2023	$39,522	$99,809	$1,098,775	$-60,287
2022	$60,940	$124,891	$1,150,810	$-63,951
2021	$100,987	$91,494	$1,412,999	$9,493
2020	$33	$89,370	$1,319,083	$-89,337
2019	$79,016	$93,254	$1,328,647	$-14,238
2018	$137,478	$89,494	$1,235,247	$47,984

ANCIENT & ACCEPTED SCOTTISH RITE OF