ANCIENT AND ACCEPTED SCOTTISH RITE OF THE VALLEY OF ALEXANDRIA (EIN 546040209) - 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

1911

Legal Domicile

Principal Officer

JAMES D BAKER

Phone

7039989044

Tax Period

2023-01-01 to 2023-12-31

ANCIENT AND ACCEPTED SCOTTISH RITE OF THE VALLEY OF ALEXANDRIA, founded in 1911, is a small nonprofit that reported $374K in total revenue in fiscal year 2018. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $326K left a modest 13% surplus.

Mission

TO FOSTER AND ENCOURAGE BENEVOLENT ACTIONS THROUGH THE VOLUNTARY MEMBERSHIP OF A FRATERNAL ORGANIZATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $158,297

Investment Income $159,476

Other Revenue $121,580

TOTAL REVENUE $439,353

Expense Breakdown

Grants Paid $43,001

Salaries & Benefits $41,068

Fundraising Expenses $0

Other Expenses $279,280

TOTAL EXPENSES $363,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$439,353	$387,175	+0.1%
Expenses	$363,349	$323,360	+0.1%
Net Income	$76,004	$63,815	+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

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

$13,500

Total Directors

$15,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID H SMITH SR	ASST. SECRETARY	1.00	Officer Director	$13,500	$0	$13,500
JOHN TG AAKESSON	TRUSTEE	0.50	Director	$1,900	$0	$1,900
GREGORY M VALKER	TRUSTEE	0.00	Director	$0	$0	$0
RICK A CADY	TRUSTEE	0.00	Director	$0	$0	$0
JASON M HIMSEY	TRUSTEE	0.00	Director	$0	$0	$0
MICHAEL P BIBLE	SECRETARY	40.00	Officer	$0	$0	$0
JAMES D BAKER	TREASURER	10.00	Officer	$0	$0	$0
NORMAN L HOFF JR	PERSONAL REPRESENTATIVE	0.00	Officer	$0	$0	$0
THOMAS LITTLE	ALMONER	0.00	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
2024	No data	No data	No data	No data
2023	$439,353	$363,349	$6,233,552	$76,004
2022	$387,175	$323,360	$6,081,615	$63,815
2021	$410,911	$377,209	$6,449,662	$33,702
2020	$341,068	$295,444	$6,341,870	$45,624
2019	$476,410	$341,820	$6,315,297	$134,590
2018	$374,413	$325,990	$5,898,436	$48,423

ANCIENT AND ACCEPTED SCOTTISH RITE OF THE VALLEY OF ALEXANDRIA