ANCIENT & ACCEPTED SCOTTISH RITE BODIES OF SAN DIEGO (EIN 950494611) - 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

1965

Legal Domicile

Principal Officer

FULGENCIO QUIMPO

Phone

6192934888

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE BODIES OF SAN DIEGO, founded in 1965, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 77% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE PROGRAM SERVICES TO ITS MEMBERS TO HELP THEM ACHIEVE A BETTER WAY OF LIFE.

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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 $0

Program Service Revenue $50,065

Investment Income $1,259,740

Other Revenue $537,361

TOTAL REVENUE $1,847,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,218

Fundraising Expenses $0

Other Expenses $273,428

TOTAL EXPENSES $419,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,847,166	$-1,652,256	-2.1%
Expenses	$419,646	$470,953	-0.1%
Net Income	$1,427,520	$-2,123,209	-1.7%

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

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
EDWIN L DALE	MEMBER	1.00	Director	$0	$0	$0
DAVID F BEAN	Treasurer	1.00	Officer Director	$0	$0	$0
JAMES KURUPAS	MEMBER	1.00	Director	$0	$0	$0
FULGENCIO I QUIMPO	Secretary	30.00	Officer Director	$0	$0	$0
MELVYN B STEIN	MEMBER	1.00	Director	$0	$0	$0
JOHN A SCHNEIDMILLER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
PHIL JOHNSON	MEMBER	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	$1,847,166	$419,646	$19,023,598	$1,427,520
2022	$-1,652,256	$470,953	$17,609,327	$-2,123,209
2021	$3,086,398	$257,870	$19,715,354	$2,828,528
2020	$321,694	$353,987	$16,869,906	$-32,293
2019	$919,086	$529,775	$16,960,269	$389,311
2018	$951,690	$546,975	$16,601,296	$404,715

ANCIENT & ACCEPTED SCOTTISH RITE BODIES OF SAN DIEGO