ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF CEDAR RAPIDS (EIN 420330920) - 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

2001

Legal Domicile

Principal Officer

BRADLEY KURTZ

Phone

3193642904

Tax Period

2024-10-01 to 2025-09-30

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF CEDAR RAPIDS, founded in 2001, is a small nonprofit that reported $608K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $328K, a strong 54% operating margin.

Mission

EDUCATIONAL AND CHARITABLE GIVING PRESERVATION OF HISTORIC BUILDING TO BE USED FOR CHARITABLE AND CIVIC FUNCTIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $491,152

Program Service Revenue $0

Investment Income $97,387

Other Revenue $19,936

TOTAL REVENUE $608,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,305

Fundraising Expenses $0

Other Expenses $179,992

TOTAL EXPENSES $280,297

Year-over-Year Comparison

	2024	2023	Change
Revenue	$608,475	$457,122	+0.3%
Expenses	$280,297	$271,168	+0.0%
Net Income	$328,178	$185,954	+0.8%

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

Total Directors

$25,490

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM KURTZ	REGISTRAR	40.00	Director	$25,490	$0	$25,490
JOHN KLAUS	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY KURTZ	DIRECTOR	10.00	Officer Director	$0	$0	$0
JEREMY MEAD	DIRECTOR	10.00	Director	$0	$0	$0
STEVE RILEY	DIRECTOR	1.00	Director	$0	$0	$0
JON SOMMERMEYER	DIRECTOR	1.00	Director	$0	$0	$0
JASON WALCOTT	DIRECTOR	1.00	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	$608,475	$280,297	$2,042,732	$328,178
2024	$457,122	$271,168	$1,713,342	$185,954
2023	$157,118	$307,973	$1,543,904	$-150,855
2022	$170,259	$256,028	$1,695,298	$-85,769
2021	$248,428	$249,657	$1,781,535	$-1,229
2020	$184,269	$226,843	$1,782,875	$-42,574

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF CEDAR RAPIDS