SALISBURY SCOTTISH RITE BODIES VALLEY OF SALISBURY (EIN 237107378) - 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

Legal Domicile

Principal Officer

DAVID F LONG

Phone

4102510829

Tax Period

2024-01-01 to 2024-12-31

SALISBURY SCOTTISH RITE BODIES VALLEY OF SALISBURY is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 81% operating margin.

Mission

FRATERNAL MASONIC MEETINGS & MEMBER SUPPORT / PUBLICATIONS

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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 $0

Program Service Revenue $14,510

Investment Income $123,174

Other Revenue $1,200

TOTAL REVENUE $138,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,274

Fundraising Expenses $0

Program Expenses $21,882

Other Expenses $23,632

TOTAL EXPENSES $25,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,884	$101,551	+0.4%
Expenses	$25,906	$32,143	-0.2%
Net Income	$112,978	$69,408	+0.6%

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

N/A

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

$2,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID F LONG	TREASURER	10.00	Officer	$1,500	$0	$1,500
JAMES A MASSEY	MASTER OF PR	1.00	Officer	$300	$0	$300
MICHAEL A YOUSE	ALMONER	1.00	Officer	$300	$0	$300
WILLIAM N CAREY JR	CHAPLAIN	1.00	Officer	$0	$0	$0
JOHN KREPPEIN	CLASS DIRECT	1.00	Officer	$0	$0	$0
DAVID B SEE	DIRECTOR OF	1.00	Officer	$0	$0	$0
SAM WALKER	ASST. MASTER	1.00	Officer	$0	$0	$0
EDWARD A WELCH	SECRETARY	10.00	Officer	$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	$138,884	$25,906	$2,383,072	$112,978
2023	$101,551	$32,143	$2,269,759	$69,408
2022	$81,793	$17,709	$2,200,406	$64,084
2021	$91,986	$25,403	$2,136,310	$66,583
2020	$79,949	$26,171	$2,069,347	$53,778
2019	$215,588	$34,885	$2,015,180	$180,703

SALISBURY SCOTTISH RITE BODIES VALLEY OF SALISBURY