THE VALLEY OF MICHIGAN ANCIENT AND ACCEPTED SCOTTISH RITE

EIN: 381015490

DEARBORN, MI

Total Revenue
$1,914,955
Total Expenses
$1,645,405
Total Assets
$20,385,261
Net Assets
$15,481,736
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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
MI
Principal Officer
W MARK LAZAR II
Phone
3137241907
Tax Period
2024-08-01 to 2025-07-31

THE VALLEY OF MICHIGAN ANCIENT AND ACCEPTED SCOTTISH RITE is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 14% surplus.

Mission

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

Program Service Accomplishments

Program 1

USE THE TOOLS AND IMPLEMENTS OF ANCIENT ARCHITECTURAL CRAFTSMEN SYMBOLICALLY IN A SYSTEM OF INSTRUCTION TO BUILD CHARACTER AND MORAL VALUES IN ITS MEMBERS. THE SINGULAR PURPOSE IS TO MAKE GOOD MEN...

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USE THE TOOLS AND IMPLEMENTS OF ANCIENT ARCHITECTURAL CRAFTSMEN SYMBOLICALLY IN A SYSTEM OF INSTRUCTION TO BUILD CHARACTER AND MORAL VALUES IN ITS MEMBERS. THE SINGULAR PURPOSE IS TO MAKE GOOD MEN BETTER. BOND FRIENDSHIPS, COMPASSION, AND BROTHERLY LOVE. TEACH ITS MEMBERS THAT EACH PERSON, THROUGH SELF-IMPROVEMENT AND HELPING OTHERS, HAS AN OBLIGATION TO MAKE A DIFFERENCE FOR GOOD IN THE WORLD.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $279,445
Program Service Revenue $0
Investment Income $1,635,510
Other Revenue $0
TOTAL REVENUE $1,914,955

Expense Breakdown

Grants Paid $0
Salaries & Benefits $249,113
Fundraising Expenses $0
Other Expenses $1,396,292
TOTAL EXPENSES $1,645,405

Year-over-Year Comparison

2024 2023 Change
Revenue $1,914,955 $1,234,524 +0.6%
Expenses $1,645,405 $1,721,153 0.0%
Net Income $269,550 $-486,629 -1.6%
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

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Governance

Voting Members
10
Independent Members
10
Employees
5
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
4
$90,000
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
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
2025 $1,914,955 $1,645,405 $20,385,261 $269,550
2024 $1,234,524 $1,721,153 $20,488,424 $-486,629
2023 $909,551 $1,658,052 $19,581,465 $-748,501
2021 $82,336 $77,054 $21,708,950 $5,282
2021 $1,689,702 $912,640 $21,567,755 $777,062
2020 $1,064,241 $873,675 $18,779,318 $190,566
2019 $795,512 $944,604 $18,836,434 $-149,092
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