ANCIENT AND ACCEPTED SCOTTISH RITE VALLEY OF NORFOLK (EIN 540373255) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1874

Legal Domicile

Principal Officer

RICHARD H DOLLAR

Phone

7574891076

Tax Period

2025-01-01 to 2025-12-31

ANCIENT AND ACCEPTED SCOTTISH RITE VALLEY OF NORFOLK, founded in 1874, is a small nonprofit that reported $163K in total revenue in fiscal year 2020. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $59K, a strong 36% operating margin.

Mission

SCOTTISH RITE FREEMASONRY IS DEVOTED TO THE PROMOTION OF THE WELFARE AND HAPPINESS OF MANKIND, IMPROVEMENT TO THE COMMUNITY BY SERVICE TO OTHERS AND SERVICE TO YOU (SELF IMPROVEMENT).

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $4,224

Program Service Revenue $47,061

Investment Income $168,522

Other Revenue $4,543

TOTAL REVENUE $224,350

Expense Breakdown

Grants Paid $6,500

Salaries & Benefits $7,150

Fundraising Expenses $0

Other Expenses $71,679

TOTAL EXPENSES $85,329

Year-over-Year Comparison

	2025	2024	Change
Revenue	$224,350	$196,885	+0.1%
Expenses	$85,329	$78,695	+0.1%
Net Income	$139,021	$118,190	+0.2%

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

$7,150

Total Directors

$7,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP L WILLIAMS JR	SECRETARY	12.00	Officer Director	$7,150	$0	$7,150
RICHARD H DOLLAR	TREASURER	3.00	Officer Director	$0	$0	$0
PATRICK G GARRISON	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT P KAYLOR	TRUSTEE	N/A	Director	$0	$0	$0
MICHAEL D SCOTT	TRUSTEE	N/A	Director	$0	$0	$0
PHILLIP J TAYLOR SR	PRESIDENT	N/A	Officer 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	$224,350	$85,329	$2,036,915	$139,021
2024	$196,885	$78,695	$1,770,740	$118,190
2023	$138,699	$95,913	$1,600,200	$42,786
2022	$139,981	$76,979	$1,489,628	$63,002
2021	$169,854	$90,226	$1,650,580	$79,628
2020	$162,785	$103,895	$1,521,535	$58,890

ANCIENT AND ACCEPTED SCOTTISH RITE VALLEY OF NORFOLK