ROANOKE SCOTTISH RITE

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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

1911

Legal Domicile

Principal Officer

STEPHEN S WILLIS

Phone

5403436666

Tax Period

2023-01-01 to 2023-12-31

ROANOKE SCOTTISH RITE, founded in 1911, is a small nonprofit in the Arts, Culture & Humanities sector that reported $101K in total revenue in fiscal year 2023. Net assets of $1.1M represent 137 months of operating reserves.

Mission

TO SUPPORT VARIOUS CHARITABLE ACTIVITIES OF FREEMASONRY, TO PROVIDE SUPPORT FOR NEEDY INDIVIDUALS AND TO PROVIDE SCHOLARSHIPS TO COLLEGE STUDENTS IN SPECIFIC AREAS OF STUDY.

Program Service Accomplishments

Program 1

TO SUPPORT VARIOUS CHARITABLE ACTIVITIES OF FREEMASONRY.

Program 2

TO PROVIDE SUPPORT TO NEEDY INDIVIDUALS.

Program 3

TO PROVIDE SCHOLARSHIPS TO COLLEGE STUDENTS IN SPECIFIC AREAS OF STUDY.

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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 $6,451

Program Service Revenue $50,499

Investment Income $15,863

Other Revenue $27,931

TOTAL REVENUE $100,744

Expense Breakdown

Grants Paid $2,200

Salaries & Benefits $22,956

Fundraising Expenses $0

Other Expenses $83,434

TOTAL EXPENSES $108,590

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,744	$102,872	0.0%
Expenses	$108,590	$114,541	-0.1%
Net Income	$-7,846	$-11,669	-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

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
MICHAEL W HORN	VENERABLE MA	2.00	Officer	$0	$0	$0
CARY F GUILL	SENIOR WARDE	2.00	Officer	$0	$0	$0
GLENN M STANGER	JUNIOR WARDE	2.00	Officer	$0	$0	$0
JAMES H HOGG	ORATOR	2.00	Officer	$0	$0	$0
DENNIS N HARRIS	PRELATE	2.00	Officer	$0	$0	$0
JOHN F HARTSOCK	SECRETARY	16.00	Officer	$0	$0	$0
STEPHEN S WILLIS	TREASURER	2.00	Officer	$0	$0	$0
ROBERT E CHANDLER	MASTER OF CE	2.00	Officer	$0	$0	$0
DANIEL C HAMMER	EXPERT	2.00	Officer	$0	$0	$0
ERIK M GRAY	ASSISTANT EX	2.00	Officer	$0	$0	$0
DOUGLAS L THOMPSON	CAPTAIN OF T	2.00	Officer	$0	$0	$0
JAMES M JOHN	TILER	2.00	Officer	$0	$0	$0
HAFFORD L ARRITT JR	ALMONER	2.00	Officer	$0	$0	$0
LEONARD A ROWE	TRUSTEE - KA	2.00	Director	$0	$0	$0
ROBBIE L ROBINSON	TRUSTEE - RO	2.00	Director	$0	$0	$0
DAVID H DEW	TRUSTEE - CO	2.00	Director	$0	$0	$0
BOBBY C LOONEY	TRUSTEE - LO	2.00	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
2024	No data	No data	No data	No data
2023	$100,744	$108,590	$1,169,727	$-7,846
2022	$102,872	$114,541	$1,171,702	$-11,669
2021	$111,248	$104,039	$1,177,999	$7,209
2020	$82,473	$83,271	$1,214,935	$-798
2019	$111,889	$114,712	$1,191,614	$-2,823
2018	$124,580	$102,515	$1,144,930	$22,065