Ancient & Accepted Scottish Rite Of Free Masonry So Juris USA Valley Of Fresno

EIN: 940283415

Fresno, CA

Total Revenue
$373,761
Total Expenses
$185,973
Total Assets
$3,249,343
Net Assets
$3,229,705
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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
1910
Legal Domicile
CA
Principal Officer
Michael Nella
Phone
5592689631
Tax Period
2023-02-01 to 2024-01-31

Ancient & Accepted Scottish Rite Of Free Masonry So Juris USA Valley Of Fresno, founded in 1910, is a small nonprofit that reported $374K in total revenue in fiscal year 2023. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 50% operating margin.

Mission

Fraternal Lodge operations.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $62,249
Program Service Revenue $0
Investment Income $126,876
Other Revenue $184,636
TOTAL REVENUE $373,761

Expense Breakdown

Grants Paid $4,902
Salaries & Benefits $56,692
Fundraising Expenses $0
Program Expenses $185,973
Other Expenses $121,504
TOTAL EXPENSES $185,973

Year-over-Year Comparison

2023 2022 Change
Revenue $373,761 $204,092 +0.8%
Expenses $185,973 $827,574 -0.8%
Net Income $187,788 $-623,482 -1.3%
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

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Governance

Voting Members
20
Independent Members
20
Employees
2
Volunteers
20

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
4
$33,600
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Louis W Jelinek Secretary 40.00
Officer
$33,600 $0 $33,600
Michael Scrivner Sr Venerable Maste 0.00
Officer Director
$0 $0 $0
Bill Pfister Senior Warden 0.00
Director
$0 $0 $0
Ike Hollomon Junior Warden 0.00
Director
$0 $0 $0
Michael Scrivner Sr Almoner 2.00
Director
$0 $0 $0
David Coleman Orator 0.00
Director
$0 $0 $0
Nathan Williams Master Ceremony 0.00
Director
$0 $0 $0
Adan Bautista Expert 0.00
Director
$0 $0 $0
James Green Assist. Expert 0.00
Director
$0 $0 $0
Clint Shelton Standard Bearer 0.00
Director
$0 $0 $0
Patrick Biggins Capt. of Guard 0.00
Director
$0 $0 $0
Venie Puntanilla Organist 0.00
Director
$0 $0 $0
Knights of St Andrews Tiler 0.00
Director
$0 $0 $0
Ernesto Perez Trustee 0.00
Director
$0 $0 $0
James W Wilson II Trustee 0.00
Director
$0 $0 $0
Richard Herrinton Trustee Chair 0.00
Director
$0 $0 $0
Richard Vitz Assist Almoner 0.00
Director
$0 $0 $0
David Pitts Assist Almoner 0.00
Director
$0 $0 $0
David Pitts Treasurer 0.00
Officer
$0 $0 $0
Michael Nella Personal Rep 20.00
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 $539,845 $172,961 $3,416,917 $366,884
2024 $373,761 $185,973 $3,249,343 $187,788
2023 $204,092 $827,574 $3,088,304 $-623,482
2022 $364,101 $157,970 $3,583,861 $206,131
2021 $224,537 $144,816 $3,406,918 $79,721
2020 $464,275 $170,362 $3,330,076 $293,913
2019 $-71,428 $174,932 $3,048,736 $-246,360
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