SCOTTISH RITE BODIES IN THE VALLEY OF SPARTANBURG (EIN 570115088) - Form 990 Financial Analysis & Trantor Score

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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

1969

Legal Domicile

Principal Officer

GUY BURRELL

Phone

8649094410

Tax Period

2024-01-01 to 2024-12-31

SCOTTISH RITE BODIES IN THE VALLEY OF SPARTANBURG, founded in 1969, is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Revenue surged 233% from the prior year, signaling strong growth momentum. The organization ran a surplus of $270K, a strong 80% operating margin.

Mission

TO PROMOTE BROTHERHOOD AMONG ITS MEMBERS AND PROVIDE SERVICE TO THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,255

Program Service Revenue $18,634

Investment Income $315,126

Other Revenue $2,409

TOTAL REVENUE $337,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,000

Fundraising Expenses $50

Other Expenses $57,701

TOTAL EXPENSES $67,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,424	$101,247	+2.3%
Expenses	$67,701	$75,344	-0.1%
Net Income	$269,723	$25,903	+9.4%

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
GUY BURRELL	PERSONAL REP	N/A	Officer Director	$0	$0	$0
DAVID FISGUS	JUNIOR WARDE	N/A	Officer Director	$0	$0	$0
N RICHARD GREENE	SENIOR WARDE	N/A	Officer Director	$0	$0	$0
JEFFREY HONEYCUTT	VENERABLE MA	N/A	Officer Director	$0	$0	$0
PAUL MCWILLIAMS	CO-DIRECTOR	N/A	Officer Director	$0	$0	$0
ERIC OSTRANDER	CO-DIRECTOR	N/A	Officer Director	$0	$0	$0
MARVIN ROYAL	TREASURER	N/A	Officer Director	$0	$0	$0
JUDSON SEAY	SECRETARY	N/A	Officer Director	$0	$0	$0
THOMAS WATSON	ALMONER	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
2024	$337,424	$67,701	$1,424,370	$269,723
2023	$101,247	$75,344	$1,151,483	$25,903
2022	$125,333	$57,652	$1,125,239	$67,681
2021	$187,262	$53,215	$1,057,733	$134,047
2020	$60,871	$44,532	$923,611	$16,339
2019	$77,954	$57,236	$927,726	$20,718
2018	$84,719	$57,119	$907,508	$27,600

SCOTTISH RITE BODIES IN THE VALLEY OF SPARTANBURG