ANCIENT & ACCEPTED SCOTTISH RITE OF FREE SAN JOSE SCOTTISH RITE BODIES (EIN 940850310) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1904

Legal Domicile

Principal Officer

KENNETH G NAGEL

Phone

4089787483

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE SAN JOSE SCOTTISH RITE BODIES, founded in 1904, is a micro nonprofit that reported $65K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $79K exceeded revenue, resulting in a 21% operating deficit.

Mission

A FRATERNAL ORGANIZATION TO ENHANCE AND ENRICH THE LIVES OF ITS MEMBERS, THEIR FAMILIES, AND THEIR COMMUNITIES, TO INSPIRE ITS MEMBERS TO HIGHER STANDARDS OF MORAL AND ETHICAL CONDUCT, AND TO PROMOTE THE BELIEF IN THE BROTHERHOOD OF MAN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,870

Program Service Revenue $56,524

Investment Income $3,490

Other Revenue $0

TOTAL REVENUE $64,884

Expense Breakdown

Grants Paid $44,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,219

Other Expenses $23,896

TOTAL EXPENSES $78,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,884	$71,290	-0.1%
Expenses	$78,803	$75,497	+0.0%
Net Income	$-13,919	$-4,207	+2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$77,354

Total Directors

$77,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGG HALL	Secretary	20.00	Officer Director	$0	$0	$76,674
KENNETH G NAGEL	PERSONAL REPRES	2.00	Officer Director	$0	$0	$680
H BUD RAMSEY	ASST TO PER REP	2.00	Officer Director	$0	$0	$0
RICHARD ROSENBERG	Director	2.00	Director	$0	$0	$0
MARK MCEUEN	PRELATE	2.00	Officer Director	$0	$0	$0
KALEO GAGNE	ALMONER	2.00	Officer Director	$0	$0	$0
DAVID KIMBALL	ORATOR/LIBRARIA	2.00	Officer Director	$0	$0	$0
TOM TEFFT	TILER	2.00	Officer Director	$0	$0	$0
PETER CARDILLA	Director	2.00	Director	$0	$0	$0
CHRIS BOYES	Director	2.00	Director	$0	$0	$0
CHARLES COWDEN	DIR CEREMONIES	2.00	Officer Director	$0	$0	$0
JOHN ABSALON	Director	2.00	Director	$0	$0	$0
MAX MORA	Director	2.00	Director	$0	$0	$0
MIKE DREMEL	Director	2.00	Director	$0	$0	$0
DAVID KAMPSCHAFER	Director	2.00	Director	$0	$0	$0
OSCAR ARGUELLO JR	Director	2.00	Director	$0	$0	$0
ANDREW LITFIN	Director	2.00	Director	$0	$0	$0
RICHARD FISHER	Director	2.00	Director	$0	$0	$0
HELMUTH LITFIN	Director	2.00	Director	$0	$0	$0
EDDIE HERMANO	Director	2.00	Director	$0	$0	$0
TIMOTHY LYNCH	CHIEF KNIGHT	2.00	Officer Director	$0	$0	$0
JOE CAMPBELL	Treasurer	2.00	Officer Director	$0	$0	$0
ART PASQUINELLI	Director	2.00	Director	$0	$0	$0
SEAN PATRICK	Director	2.00	Director	$0	$0	$0
NARESH RAMPERSHAD	Director	2.00	Director	$0	$0	$0
BRANDON DUENAS	Director	2.00	Director	$0	$0	$0
MARK BURGER	Director	2.00	Director	$0	$0	$0
CHRIS MAYS	Director	2.00	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	$64,884	$78,803	$363,477	$-13,919
2022	$71,290	$75,497	$365,290	$-4,207
2021	$98,603	$75,952	$399,291	$22,651
2020	$97,935	$70,855	$368,828	$27,080
2019	$94,925	$80,670	$338,477	$14,255
2018	$88,624	$86,283	$301,204	$2,341

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE SAN JOSE SCOTTISH RITE BODIES