Ancient & Accepted Scottish Rite of Valley of Shreveport & Coor Bodies (EIN 720118830) - 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

1911

Legal Domicile

Phone

3182219713

Tax Period

2023-01-01 to 2023-12-31

Ancient & Accepted Scottish Rite of Valley of Shreveport & Coor Bodies, founded in 1911, is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $153K exceeded revenue, resulting in a 41% operating deficit.

Mission

FUNDING SPEECH AND HEARING DISORDER CLINICS

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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 $6,491

Program Service Revenue $33,572

Investment Income $28,913

Other Revenue $39,564

TOTAL REVENUE $108,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,019

Fundraising Expenses $0

Program Expenses $101,949

Other Expenses $146,194

TOTAL EXPENSES $153,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,540	$122,027	-0.1%
Expenses	$153,213	$128,295	+0.2%
Net Income	$-44,673	$-6,268	+6.1%

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

N/A

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
Steve Pence	Director	0.50	Officer Director	$0	$0	$0
Gary L Gribble	Director	0.50	Officer Director	$0	$0	$0
John F Knox	Director	40.00	Director	$0	$0	$0
Troy Jones	Director	0.50	Director	$0	$0	$0
Bryan Moore	Director	0.50	Director	$0	$0	$0
John Cunningham	Director	0.50	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	No data	No data	No data	No data
2023	$108,540	$153,213	$772,946	$-44,673
2022	$122,027	$128,295	$798,700	$-6,268
2021	$109,621	$103,235	$904,567	$6,386
2020	$97,115	$122,926	$848,783	$-25,811
2019	$171,646	$161,767	$841,274	$9,879
2018	$172,449	$147,448	$762,736	$25,001

Ancient & Accepted Scottish Rite of Valley of Shreveport & Coor Bodies