GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC (EIN 941156620) - 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

1928

Legal Domicile

Principal Officer

JULIE SCOTT

Phone

4082303234

Tax Period

2024-01-01 to 2024-12-31

GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC, founded in 1928, is a community nonprofit that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 106% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.9M, a strong 60% operating margin.

Mission

TO PERPETUATE THE ROSICRUCIAN TRADITION AND TO CONTRIBUTE TO THE EVOLUTION OF CONSCIOUSNESS.

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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 $6,625,604

Program Service Revenue $2,655,852

Investment Income $461,419

Other Revenue $16,476

TOTAL REVENUE $9,759,351

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,123,967

Fundraising Expenses $0

Program Expenses $3,568,141

Other Expenses $2,739,279

TOTAL EXPENSES $3,863,246

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,759,351	$4,732,285	+1.1%
Expenses	$3,863,246	$2,871,941	+0.3%
Net Income	$5,896,105	$1,860,344	+2.2%

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

Volunteers

400

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

$316,160

Total Directors

$316,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SCOTT	CEO	40.00	Officer Director	$156,272	$14,134	$170,406
KAREN WARK	EXECUTIVE DIRECTOR	40.00	Officer Director	$115,878	$29,876	$145,754
JULIAN JOHNSON	TREASURER	4.00	Officer Director	$0	$0	$0
MARIE SHALULY	DIRECTOR	1.00	Director	$0	$0	$0
AIMY DOMINGUEZ	DIRECTOR	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	$9,759,351	$3,863,246	$25,467,092	$5,896,105
2023	$4,732,285	$2,871,941	$18,846,256	$1,860,344
2022	$3,265,187	$2,936,541	$16,940,839	$328,646
2021	$3,071,499	$2,666,655	$16,612,132	$404,844
2020	$3,012,021	$2,363,256	$16,285,163	$648,765
2019	$5,923,482	$3,752,869	$15,349,544	$2,170,613
2018	$3,907,679	$3,206,880	$13,239,301	$700,799

GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC