ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF CLEVELAND FOUNDATION (EIN 341955736) - 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

1988

Legal Domicile

Principal Officer

Theodore Cutts

Phone

2164322370

Tax Period

2025-01-01 to 2025-12-31

ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF CLEVELAND FOUNDATION, founded in 1988, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $567K, a strong 46% operating margin.

Mission

Maintain and manage the endowment fund for educational scholarships.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,242,169

Other Revenue $0

TOTAL REVENUE $1,242,169

Expense Breakdown

Grants Paid $615,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $615,000

Other Expenses $60,222

TOTAL EXPENSES $675,222

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,242,169	$1,355,143	-0.1%
Expenses	$675,222	$427,396	+0.6%
Net Income	$566,947	$927,747	-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

N/A

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
Brady Woodworth	Secretary	1.00	Officer Director	$0	$0	$0
Steve Behm	Vice Chairman	1.00	Officer Director	$0	$0	$0
Jason Maiher	Treasurer	1.00	Officer Director	$0	$0	$0
Daniel Mossop	Trustee	1.00	Officer Director	$0	$0	$0
Theodore Cutts	Chairman	1.00	Officer 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
2025	$1,242,169	$675,222	$18,109,074	$566,947
2024	$1,355,143	$427,396	$16,857,020	$927,747
2023	$589,402	$366,363	$15,445,466	$223,039
2022	$476,304	$173,172	$15,065,157	$303,132
2021	$581,491	$153,820	$15,446,486	$427,671
2020	$10,343,929	$56,966	$13,826,391	$10,286,963

ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF CLEVELAND FOUNDATION