YORK RITE SOVEREIGN COLLEGE OF NORTH AMERICA (EIN 237044124) - 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

1957

Legal Domicile

Tax Period

2023-06-01 to 2024-05-31

YORK RITE SOVEREIGN COLLEGE OF NORTH AMERICA, founded in 1957, is a small nonprofit that reported $488K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $86K, a strong 18% operating margin.

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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 $354,882

Investment Income $84,814

Other Revenue $48,130

TOTAL REVENUE $487,826

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $401,973

Other Expenses $401,973

TOTAL EXPENSES $401,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$487,826	$417,400	+0.2%
Expenses	$401,973	$349,087	+0.2%
Net Income	$85,853	$68,313	+0.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES W PATTON	REGENT	3.00	Director	$0	$0	$0
W BERRY RIGDON	REGENT	2.00	Director	$0	$0	$0
JAMES E WINZENREID	REGENT	1.00	Director	$0	$0	$0
JOE R MANNING JR	REGENT	1.00	Director	$0	$0	$0
ALLEN SURRATT	REGENT	20.00	Director	$0	$0	$0
STANTON T BROWN III	REGENT	1.00	Director	$0	$0	$0
WILLIAM J RIGGS	REGENT	1.00	Director	$0	$0	$0
BRYCE B HILDRETH	REGENT	0.50	Director	$0	$0	$0
WAYNE E TURTON	REGENT	1.00	Director	$0	$0	$0
GENE H SCHABER	REGENT	1.00	Director	$0	$0	$0
REESE L HARRISON JR	REGENT	1.00	Director	$0	$0	$0
GORDON H STUART	REGENT	1.00	Director	$0	$0	$0
RUSSELL BRIDGES	REGENT	1.00	Director	$0	$0	$0
DAVID G WALKER	REGENT	5.00	Director	$0	$0	$0
BLAINE H SIMONS	REGENT	3.00	Director	$0	$0	$0
ORVILLE R ARMSTRONG	REGENT	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	$487,826	$401,973	$2,610,558	$85,853
2023	$417,400	$349,087	$2,367,673	$68,313
2022	$300,427	$295,816	$2,264,675	$4,611
2021	$268,797	$243,929	$2,116,717	$24,868
2020	$299,052	$288,150	$2,002,157	$10,902
2019	$337,665	$317,093	$1,945,480	$20,572
2018	$345,236	$332,977	$1,942,541	$12,259

YORK RITE SOVEREIGN COLLEGE OF NORTH AMERICA