ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF AUGUSTA

EIN: 580235472

Augusta, GA

Total Revenue
$153,122
Total Expenses
$109,887
Total Assets
$459,883
Net Assets
$459,883
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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
1917
Legal Domicile
GA
Phone
7067335387
Tax Period
2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF AUGUSTA, founded in 1917, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $43K, a strong 28% operating margin.

Mission

Support of the Scottish Rite Childrens Hospital, local and national Rite CareClinics for the speech impaired, assisting disadvantaged citizens in 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $142,164
Program Service Revenue $0
Investment Income $10,958
Other Revenue $0
TOTAL REVENUE $153,122

Expense Breakdown

Grants Paid $18,650
Salaries & Benefits $9,529
Fundraising Expenses $0
Other Expenses $81,708
TOTAL EXPENSES $109,887

Year-over-Year Comparison

2024 2023 Change
Revenue $153,122 $178,372 -0.1%
Expenses $109,887 $105,984 +0.0%
Net Income $43,235 $72,388 -0.4%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
11

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
2
$0
Total Directors
13
$9,529
Key Employees
1
$9,529
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LLOYD MCCOY GENERAL SECRETARY 40.00
Director Key Emp
$9,529 $0 $9,529
RONNY LANHAM COMMITTEE CHAIRMAN 5.00
Officer Director
$0 $0 $0
JOHN KNOX JR TREASURER 4.00
Director
$0 $0 $0
ROY STAMPLEY JR 1.00
Director
$0 $0 $0
GARY LEAZER TRUSTEE 1.00
Director
$0 $0 $0
JIMMIE R KIRKLAND 1.00
Director
$0 $0 $0
KENNEDY MAY MEMBERSHIP CHAIRMAN 1.00
Director
$0 $0 $0
JACK GOLDENBERG DIRECTOR OF WORK 1.00
Director
$0 $0 $0
CHARLES R JOHNSON 1.00
Director
$0 $0 $0
LARRY DAVIS ALMONER 1.00
Director
$0 $0 $0
WILLIAM DOZIER ASST MEMBER CHAIRMAN 1.00
Director
$0 $0 $0
STEVEN FISHMAN CHAIRMAN 5.00
Officer Director
$0 $0 $0
BRIAN COFFEY CLASS DIRECTOR 4.00
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
2024 $153,122 $109,887 $459,883 $43,235
2023 $178,372 $105,984 $416,648 $72,388
2022 $111,226 $95,310 $344,260 $15,916
2021 $77,618 $104,812 $328,344 $-27,194
2020 $105,325 $102,513 $355,538 $2,812
2019 $125,595 $160,734 $352,726 $-35,139
2018 $84,445 $134,462 $387,865 $-50,017
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