SCOTTISH RITE VALLEY OF DETROIT CHARITABLE & EDUCATIONAL FOUNDATION (EIN 382990637) - 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

1991

Legal Domicile

Principal Officer

TIMOTHEY S MARSHBANKS

Phone

3137241907

Tax Period

2021-07-01 to 2022-06-30

SCOTTISH RITE VALLEY OF DETROIT CHARITABLE & EDUCATIONAL FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $24K in total revenue in fiscal year 2021. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $47K exceeded revenue, resulting in a 97% operating deficit.

Mission

TO RECEIVE GIFTS, BEQUESTS, AND DEVICES OF MONEY OR PROPERTY EXCLUSIVELY USED FOR CHARITABLE PURPOSES TO GRANT SCHOLARSHIPS, PROVIDE FUNDS TO RESEARCH, PROMOTE CHARITABLE ENTERPRISES IN EDUCATIONAL, BENEVOLENT, CIVIC, PATRIOTIC, SCIENTIFIC, AND RELIGIOUS ENTERPRISES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $4,950

Program Service Revenue $0

Investment Income $18,881

Other Revenue $0

TOTAL REVENUE $23,831

Expense Breakdown

Grants Paid $36,610

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,610

Other Expenses $10,299

TOTAL EXPENSES $46,909

Year-over-Year Comparison

	2021	2020	Change
Revenue	$23,831	$21,637	+0.1%
Expenses	$46,909	$29,438	+0.6%
Net Income	$-23,078	$-7,801	+2.0%

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

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
DAVID R BEDWELL JR	VICE PRESIDE	N/A	Director	$0	$0	$0
W MARK LAZAR	PRESIDENT	N/A	Director	$0	$0	$0
RAYMOND C LEMONS	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL TINNEY	TREASURER	N/A	Director	$0	$0	$0
ROBERT O TROUTMAN	TRUSTEE	N/A	Director	$0	$0	$0
BRIAN P BROWN	OFFICER	N/A	Officer	$0	$0	$0
THOMAS F CAMPBELL II	OFFICER	N/A	Officer	$0	$0	$0
TIMOTHEY S MARSHBANKS	EXECUTIVE SE	N/A	Officer	$0	$0	$0
CHRISTOPHER S MORGAN	OFFICER	N/A	Officer	$0	$0	$0
MARK L NEWTON	OFFICER	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2022	$23,831	$46,909	$484,297	$-23,078
2021	$21,637	$29,438	$507,376	$-7,801

SCOTTISH RITE VALLEY OF DETROIT CHARITABLE & EDUCATIONAL FOUNDATION