ANCIENT ACCEPTED SCOTTISH RITE VAL… - Form 990 Financial Data

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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

2024-08-01 to 2025-07-31

ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF CINCINNATI, founded in 1854, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 12% surplus.

Mission

WE WILL STRIVE TO BE A FRATERNITY THAT FULFILLS OUR MASONIC OBLIGATION TO CARE FOR OUR MEMBERS.

Program Service Accomplishments

Program 1

THE SCOTTISH RITE OF FREEMASONRY IS AN EXTENSION OF THE FIRST THREE DEGREES OF CRAFT FREEMASONRY. HERE THE MEMBERS WITNESS DEGREES FROM THE 4 DEGREE THROUGH THE 32 DEGREE. EACH DEGREE PROVIDES A...

THE SCOTTISH RITE OF FREEMASONRY IS AN EXTENSION OF THE FIRST THREE DEGREES OF CRAFT FREEMASONRY. HERE THE MEMBERS WITNESS DEGREES FROM THE 4 DEGREE THROUGH THE 32 DEGREE. EACH DEGREE PROVIDES A MORAL LESSON THAT CAN HELP THE MEMBER BE A BETTER PERSON. THE VALLEY OF CINCINNATI DRAWS MEMBERS FOR THE CRAFT LODGES FROM ALL ACROSS SOUTHERN OHIO.

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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 $219,556

Program Service Revenue $0

Investment Income $2,062,018

Other Revenue $609,104

TOTAL REVENUE $2,890,678

Expense Breakdown

Grants Paid $7,080

Salaries & Benefits $432,842

Fundraising Expenses $0

Other Expenses $2,109,721

TOTAL EXPENSES $2,549,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,890,678	$2,152,481	+0.3%
Expenses	$2,549,643	$1,627,192	+0.6%
Net Income	$341,035	$525,289	-0.4%

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

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

$196,131

Total Directors

$1,092

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM UHL	MEMBER	1.50	Director	$0	$0	$0
JEFF BICKEL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RICHARD GRAETER	MEMBER	1.00	Director	$0	$0	$0
ALEXANDER STEIDLE	MEMBER - PRESIDING OFFICER	1.00	Director	$0	$0	$0
JOE TROXELL	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
DANIEL HEAD	MEMBER - PRESIDING OFFICER	1.00	Director	$0	$0	$0
ERNEST BROWN	MEMBER - PRESIDING OFFICER	1.00	Director	$1,092	$0	$1,092
ROBERT DUMFORD	EXECUTIVE DIRECTOR	40.00	Officer	$148,875	$0	$148,875
MIKE HIMES	FRATERNAL SECRETARY	25.00	Officer	$47,256	$0	$47,256

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	$2,890,678	$2,549,643	$22,748,984	$341,035
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