Ancient & Accepted Scottish Rite V… - Form 990 Financial Data

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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

1905

Legal Domicile

Principal Officer

Joseph A Radcliff

Tax Period

2023-01-01 to 2023-12-31

Ancient & Accepted Scottish Rite Valley of Clarksburg Lodge of Perfection, founded in 1905, is a small nonprofit that reported $164K in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 38% operating margin.

Mission

To improve its members and enhance the communities in which they live by teaching and emulating the principles of Brotherly Love, Tolerance, Charity and Truth while actively embracing high social, moral and spiritual values icluding fellowship, compassion and dedication to God, family and country.

Program Service Accomplishments

Program 1

Expenses: $81,670

Providing resources to organizations with a demonstrated need in order to serve the public good.

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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 $62,276

Program Service Revenue $712

Investment Income $101,109

Other Revenue $0

TOTAL REVENUE $164,097

Expense Breakdown

Grants Paid $4,922

Salaries & Benefits $5,371

Fundraising Expenses $0

Program Expenses $81,670

Other Expenses $91,777

TOTAL EXPENSES $102,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,097	$93,921	+0.7%
Expenses	$102,070	$285,326	-0.6%
Net Income	$62,027	$-191,405	-1.3%

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

847

Independent Members

N/A

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

$4,885

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joseph A Radcliff	Secretary	010.00	Officer	$4,885	$0	$4,885
Eric S Hurst	Venerable Master	005.00	Officer	$0	$0	$0
John Prunty	Senior Warden	005.00	Officer	$0	$0	$0
Justin Snyder	Junior Warden	005.00	Officer	$0	$0	$0
Andrew Hanberry	Captain of the Host	005.00	Officer	$0	$0	$0
John G Harman	Sentinel	005.00	Officer	$0	$0	$0
Robert G Taylor	Prelate	005.00	Officer	$0	$0	$0
Thomas McCray	Treasurer	010.00	Officer	$0	$0	$0
John Knotts	Almoner	010.00	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	$164,097	$102,070	$602,113	$62,027
2022	$93,921	$285,326	$540,086	$-191,405
2021	$80,069	$98,193	$731,491	$-18,124

Ancient & Accepted Scottish Rite Valley of Clarksburg Lodge of Perfection