Scottish Rite Valley Of Cincinnati Foundation (EIN 311167616) - 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

1986

Legal Domicile

Principal Officer

Robert Dumford

Phone

5134213579

Tax Period

2023-08-01 to 2024-07-31

Scottish Rite Valley Of Cincinnati Foundation, founded in 1986, is a small nonprofit that reported $183K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $80K, a strong 44% operating margin.

Mission

The specific purposes for which the corporation is formed are: providing scholarships, historical-patriotic activities, grants for the poor, and providing support for the maintenance and improvement of historic structures.

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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 $9,208

Program Service Revenue $0

Investment Income $173,537

Other Revenue $0

TOTAL REVENUE $182,745

Expense Breakdown

Grants Paid $75,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,900

Other Expenses $26,906

TOTAL EXPENSES $102,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$182,745	$216,222	-0.2%
Expenses	$102,806	$90,124	+0.1%
Net Income	$79,939	$126,098	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kraig Walker	Chairman	2.00	Officer Director	$0	$0	$0
Ralph Ted Winkler	Member	0.50	Director	$0	$0	$0
Greg Grant	Member	0.50	Director	$0	$0	$0
David Price	Member	0.50	Director	$0	$0	$0
Tim Ralston	Member	0.50	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	$182,745	$102,806	$3,753,721	$79,939
2023	$216,222	$90,124	$3,257,669	$126,098
2022	$238,068	$70,410	$2,906,225	$167,658
2021	$105,215	$48,933	$3,156,472	$56,282
2020	$70,676	$44,883	$2,434,019	$25,793
2019	$78,396	$22,560	$2,285,170	$55,836
2018	$237,135	$31,644	$2,217,723	$205,491

Scottish Rite Valley Of Cincinnati Foundation