ANCIENT & ACCEPTED SCOTTISH RITE OF HONOLULU (EIN 990082455) - 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

1977

Legal Domicile

Principal Officer

LEE D GORDON

Phone

8085332336

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF HONOLULU, founded in 1977, is a small nonprofit that reported $289K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 24% operating margin.

Mission

TO FURTHER CHARITABLE, RELIGIOUS, EDUCATIONAL, AND FRATERNAL PURPOSES

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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 $197,894

Program Service Revenue $0

Investment Income $45,967

Other Revenue $45,330

TOTAL REVENUE $289,191

Expense Breakdown

Grants Paid $700

Salaries & Benefits $94,961

Fundraising Expenses $0

Other Expenses $123,235

TOTAL EXPENSES $218,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,191	$223,759	+0.3%
Expenses	$218,896	$229,430	0.0%
Net Income	$70,295	$-5,671	-13.4%

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

$47,458

Total Directors

$47,458

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH ANDREW ERNEST	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
FREDRICK KUMAGAI	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LEE D GORDON	SECRETARY	20.00	Officer Director	$47,458	$0	$47,458
MICHAEL YADAO	TRUSTEE	2.00	Director	$0	$0	$0
GARRY GRAHAM	TREASURER	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	$289,191	$218,896	$759,203	$70,295
2023	$223,759	$229,430	$650,853	$-5,671
2022	$174,698	$173,903	$605,825	$795
2021	$252,104	$175,913	$721,130	$76,191
2020	$164,068	$146,254	$663,822	$17,814
2019	$167,955	$101,046	$570,495	$66,909

ANCIENT & ACCEPTED SCOTTISH RITE OF HONOLULU