ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF JUNEAU COORDINATED BODIES (EIN 920005383) - 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

1911

Legal Domicile

Principal Officer

ALLEN BELL JR

Phone

9077528476

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF JUNEAU COORDINATED BODIES, founded in 1911, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $53K exceeded revenue, resulting in a 58% operating deficit.

Mission

IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.

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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 $881

Program Service Revenue $6,407

Investment Income $25,936

Other Revenue $636

TOTAL REVENUE $33,860

Expense Breakdown

Grants Paid $1,300

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,075

TOTAL EXPENSES $53,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,860	$41,922	-0.2%
Expenses	$53,375	$60,507	-0.1%
Net Income	$-19,515	$-18,585	+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
ALLEN BELL JR	GENERAL SECR	1.00	Officer Director	$0	$0	$0
DON HALE	TREASURER	1.00	Officer Director	$0	$0	$0
DAN MCCRUMMEN	PERSONAL REP	1.00	Officer Director	$0	$0	$0
TORREY JACOBSON	MASTER	1.00	Officer Director	$0	$0	$0
JAMES J HERR	TRUSTEE	1.00	Director	$0	$0	$0
JASON R NARDI	TRUSTEE	1.00	Director	$0	$0	$0
MER'CHANT THOMPSON	TRUSTEE	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	$33,860	$53,375	$592,778	$-19,515
2023	$41,922	$60,507	$558,009	$-18,585
2022	$97,324	$59,334	$534,792	$37,990
2021	$30,354	$61,754	$589,824	$-31,400
2020	$19,382	$53,403	$545,795	$-34,021
2019	$23,607	$62,094	$554,227	$-38,487
2018	$32,255	$61,974	$508,234	$-29,719

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF JUNEAU COORDINATED BODIES