Scottish Rite Bodies AASR Valley of Portland (EIN 010144835) - 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

1857

Legal Domicile

Principal Officer

Donald A Cyr

Phone

2077727711

Tax Period

2024-08-01 to 2025-07-31

Scottish Rite Bodies AASR Valley of Portland, founded in 1857, is a small nonprofit that reported $322K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $204K, a strong 63% operating margin.

Mission

Strengthen the Masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of freemasonry and promote family/community values.

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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 $29,045

Program Service Revenue $552

Investment Income $292,605

Other Revenue $0

TOTAL REVENUE $322,202

Expense Breakdown

Grants Paid $1,749

Salaries & Benefits $42,249

Fundraising Expenses $0

Other Expenses $73,902

TOTAL EXPENSES $117,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,202	$358,025	-0.1%
Expenses	$117,900	$104,734	+0.1%
Net Income	$204,302	$253,291	-0.2%

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

$37,333

Total Directors

$37,333

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Donald A Cyr	Treasurer	10.00	Officer Director	$10,126	$1,593	$11,719
Michael J Chambers	Secretary	20.00	Officer Director	$22,133	$3,481	$25,614
Todd Cessca	Board member	1.00	Director	$0	$0	$0
Eric Dexter	Board member	1.00	Director	$0	$0	$0
James Edwards	Board 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
2025	$322,202	$117,900	$4,453,869	$204,302
2024	$358,025	$104,734	$4,086,918	$253,291
2023	$107,277	$104,611	$3,614,445	$2,666
2022	$168,007	$94,494	$3,452,118	$73,513
2021	$218,046	$86,619	$3,816,496	$131,427
2020	$342,151	$128,864	$3,024,689	$213,287

Scottish Rite Bodies AASR Valley of Portland