THE VALLEY OF MICHIGAN ANCIENT AND ACCEPTED SCOTTISH RITE (EIN 381015490) - 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

W MARK LAZAR II

Phone

3137241907

Tax Period

2023-08-01 to 2024-07-31

THE VALLEY OF MICHIGAN ANCIENT AND ACCEPTED SCOTTISH RITE is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.7M exceeded revenue, resulting in a 39% operating deficit.

Mission

DEDICATED TO EXTENDING THE MASONIC WAY OF LIFE BY PROMOTING PERSONAL CHARACTER, LEADERSHIP AND FAMILY MORAL VALUES.

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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 $323,777

Program Service Revenue $0

Investment Income $910,747

Other Revenue $0

TOTAL REVENUE $1,234,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $300,072

Fundraising Expenses $0

Other Expenses $1,421,081

TOTAL EXPENSES $1,721,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,234,524	$909,551	+0.4%
Expenses	$1,721,153	$1,656,807	+0.0%
Net Income	$-486,629	$-747,256	-0.3%

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

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

$90,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHEY S MARSHBANKS	EXECUTIVE SE	40.00	Officer	$90,000	$0	$90,000
BRIAN P BROWN	TRUSTEE	N/A	Director	$0	$0	$0
THOMAS F CAMPBELL II	TRUSTEE	N/A	Director	$0	$0	$0
CHRISTOPHER S MORGAN	TRUSTEE	N/A	Director	$0	$0	$0
MARK L NEWTON	TRUSTEE	N/A	Director	$0	$0	$0
W MARK LAZAR II	PRESIDENT	N/A	Officer	$0	$0	$0
DAVID R BEDWELL JR	VICE PRESIDE	N/A	Officer	$0	$0	$0
MICHAEL I TINNEY	TREASURER	N/A	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	$1,234,524	$1,721,153	$20,488,424	$-486,629
2023	$909,551	$1,658,052	$19,581,465	$-748,501
2021	$1,689,702	$912,640	$21,567,755	$777,062
2021	$82,336	$77,054	$21,708,950	$5,282
2020	$1,064,241	$873,675	$18,779,318	$190,566
2019	$795,512	$944,604	$18,836,434	$-149,092

THE VALLEY OF MICHIGAN ANCIENT AND ACCEPTED SCOTTISH RITE