ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF GREAT FALLS & COORD BODIES (EIN 810106155) - 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

1920

Legal Domicile

Principal Officer

CHUCK STEIN

Phone

4064522063

Tax Period

2024-01-01 to 2024-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF GREAT FALLS & COORD BODIES, founded in 1920, is a micro nonprofit that reported $64K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 18% operating margin.

Mission

FRATERNAL ORGANIZATION

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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 $15,305

Program Service Revenue $0

Investment Income $44,093

Other Revenue $4,492

TOTAL REVENUE $63,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,930

Fundraising Expenses $0

Program Expenses $13,330

Other Expenses $44,582

TOTAL EXPENSES $52,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,890	$40,859	+0.6%
Expenses	$52,512	$72,344	-0.3%
Net Income	$11,378	$-31,485	-1.4%

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

187

Independent Members

187

Employees

N/A

Volunteers

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

$3,600

Total Directors

$3,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE LAHTI	PRESIDENT	30.00	Officer Director	$0	$0	$3,600
GARY D WALLACE	SECRETARY	36.00	Officer Director	$0	$0	$0
MICHAEL A WALKER	DIRECTOR	36.00	Director	$0	$0	$0
JESSE CALLENDER	DIRECTOR	6.00	Director	$0	$0	$0
CHUCK STEIN	TREASURER	30.00	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	$63,890	$52,512	$1,450,342	$11,378
2023	$40,859	$72,344	$1,368,788	$-31,485
2022	$227,123	$71,609	$1,411,465	$155,514
2021	$212,117	$59,093	$1,588,435	$153,024
2020	$55,454	$59,216	$1,467,923	$-3,762
2019	$120,873	$67,443	$1,423,221	$53,430
2018	$43,372	$53,148	$1,300,670	$-9,776

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF GREAT FALLS & COORD BODIES