Ancient Accepted Scottish Rite Valley of Cincinnati (EIN 310295635) - 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

1854

Legal Domicile

Principal Officer

Robert W Dumford

Phone

5134213579

Tax Period

2023-08-01 to 2024-07-31

Ancient Accepted Scottish Rite Valley of Cincinnati, founded in 1854, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. The organization ran a surplus of $525K, a strong 24% operating margin.

Mission

We will strive to be a fraternity that fulfills our Masonic Obligation to care for our members.

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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 $245,020

Program Service Revenue $0

Investment Income $1,603,077

Other Revenue $304,384

TOTAL REVENUE $2,152,481

Expense Breakdown

Grants Paid $5,411

Salaries & Benefits $332,262

Fundraising Expenses $0

Other Expenses $1,289,519

TOTAL EXPENSES $1,627,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,152,481	$2,072,805	+0.0%
Expenses	$1,627,192	$1,423,670	+0.1%
Net Income	$525,289	$649,135	-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

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

$225,695

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tom Uhl	Member	1.50	Director	$0	$0	$0
Rich Dickerscheid	Vice Chairman	1.00	Officer Director	$0	$0	$0
Jeff Bicket	Chairman	1.00	Officer Director	$0	$0	$0
Daniel Bainum	Member	1.00	Director	$0	$0	$0
Randy Adams	Member-Presiding Officer	1.00	Director	$0	$0	$0
Larry Gillinger	Member-Presiding Officer	1.00	Director	$0	$0	$0
Rick Grant	Member	1.00	Director	$0	$0	$0
Cameran Shandersky	Member-Presiding Officer	1.00	Director	$0	$0	$0
Jeff Root	Member-Presiding Officer	1.00	Director	$0	$0	$0
Robert Dumford	Executive Director	40.00	Officer	$144,022	$36,951	$180,973
Mike Himes	Fraternal Secretary	25.00	Officer	$42,216	$2,506	$44,722

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	$2,152,481	$1,627,192	$22,368,525	$525,289
2023	$2,072,805	$1,423,670	$20,358,064	$649,135
2022	$1,883,601	$1,466,975	$19,014,527	$416,626
2021	$1,262,235	$1,393,898	$20,736,974	$-131,663
2020	$1,217,981	$1,291,925	$17,523,577	$-73,944
2019	$1,495,468	$1,387,863	$17,349,912	$107,605
2018	$1,516,779	$1,418,416	$17,672,849	$98,363

Ancient Accepted Scottish Rite Valley of Cincinnati