ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF LOUISVILLE & COORD BODIES (EIN 610207365) - 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

1867

Legal Domicile

Principal Officer

Randolph Starks

Phone

5025846185

Tax Period

2023-07-01 to 2024-06-30

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF LOUISVILLE & COORD BODIES, founded in 1867, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue surged 160% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 75% operating margin.

Mission

To advance the knowledge and understanding of the Masonic mission.

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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 $128,578

Program Service Revenue $0

Investment Income $3,453,275

Other Revenue $40,357

TOTAL REVENUE $3,622,210

Expense Breakdown

Grants Paid $165,582

Salaries & Benefits $125,356

Fundraising Expenses $0

Other Expenses $618,293

TOTAL EXPENSES $909,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,622,210	$1,394,723	+1.6%
Expenses	$909,231	$815,440	+0.1%
Net Income	$2,712,979	$579,283	+3.7%

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

$56,544

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDOLPH STARKS	REGISTRAR	30.00	Officer	$56,544	$0	$56,544
TERRY BOWMAN	SGIG	10.00	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
2025	No data	No data	No data	No data
2024	$3,622,210	$909,231	$63,912,066	$2,712,979
2023	$1,394,723	$815,440	$56,015,986	$579,283
2022	$1,824,898	$793,038	$50,385,932	$1,031,860
2018	$1,252,693	$785,952	$40,414,977	$466,741

ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF LOUISVILLE & COORD BODIES