SCOTTISH RITE FOUNDATION OF VIRGINIA (EIN 546048101) - 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

1977

Principal Officer

LEONARD A ROWE

Phone

5403545121

Tax Period

2024-09-01 to 2025-08-31

SCOTTISH RITE FOUNDATION OF VIRGINIA, founded in 1977, is a small nonprofit in the Education sector that reported $566K in total revenue in fiscal year 2017. Revenue surged 468% from the prior year, signaling strong growth momentum. The organization ran a surplus of $404K, a strong 72% operating margin.

Mission

THE PROVIDING OF EDUCATIONAL GRANTS TO QUALIFIED COLLEGE/UNIVERSITY STUDENTS WHO ARE SEEKING PROFESSIONAL CAREERS IN THE FIELD OF "CHILDHOOD SPEECH AND LANGUAGE DISORDERS".

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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 (2024)

Revenue Breakdown

Contributions & Grants $175,915

Program Service Revenue $0

Investment Income $230,471

Other Revenue $0

TOTAL REVENUE $406,386

Expense Breakdown

Grants Paid $164,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,000

Other Expenses $21,301

TOTAL EXPENSES $185,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$406,386	$412,741	0.0%
Expenses	$185,301	$180,582	+0.0%
Net Income	$221,085	$232,159	0.0%

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
RALPH M CLARK	DIRECTOR	1.00	Director	$0	$0	$0
EMMETT G DALTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID H DEW	DIRECTOR	1.00	Director	$0	$0	$0
BARRY C FASION	PRESIDENT	1.00	Officer Director	$0	$0	$0
DOUGLAS V JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN W LASH	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM B PLESANTS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LEONARD A ROWE	TREASURER	1.00	Officer Director	$0	$0	$0
TIMMY E SHRUM	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	$406,386	$185,301	$2,409,150	$221,085
2024	$412,741	$180,582	$2,188,065	$232,159
2023	$230,321	$178,082	$1,955,906	$52,239
2022	$-66,030	$178,896	$1,903,667	$-244,926
2018	$565,558	$161,069	$1,760,686	$404,489

SCOTTISH RITE FOUNDATION OF VIRGINIA