ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF MEDFORD & COORD BODIES (EIN 930353761) - 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

1940

Legal Domicile

Principal Officer

JAMES WESTERFIELD

Phone

5417722205

Tax Period

2024-01-01 to 2024-12-31

ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF MEDFORD & COORD BODIES, founded in 1940, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. Revenue surged 184% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 21% operating margin.

Mission

TO RAISE MONEY FOR EDUCATION GRANTS AND LANGUAGE DISORDERS.

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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 $1,148

Program Service Revenue $5,526

Investment Income $117,988

Other Revenue $7,341

TOTAL REVENUE $132,003

Expense Breakdown

Grants Paid $955

Salaries & Benefits $24,098

Fundraising Expenses $0

Other Expenses $78,897

TOTAL EXPENSES $103,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,003	$46,433	+1.8%
Expenses	$103,950	$130,438	-0.2%
Net Income	$28,053	$-84,005	-1.3%

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

100

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

$20,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CRUM	PERSONAL REPRESENTATIVE	18.00	Officer	$1,800	$0	$1,800
ARTHUR BORLAND	SECRETARY	18.00	Officer	$5,400	$0	$5,400
JAMES WESTERFIELD	TREASURER	18.00	Officer	$7,200	$0	$7,200
LAWRENCE GARCIA	SECTY/ASST SECTY	18.00	Officer	$6,000	$0	$6,000

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	$132,003	$103,950	$2,490,912	$28,053
2023	$46,433	$130,438	$2,349,842	$-84,005
2022	$74,933	$105,428	$2,263,657	$-30,495
2021	$163,822	$91,940	$2,587,850	$71,882
2020	$73,304	$100,256	$2,504,005	$-26,952
2019	$185,357	$117,828	$2,392,340	$67,529
2018	$96,664	$163,655	$2,317,959	$-66,991

ANCIENT ACCEPTED SCOTTISH RITE VALLEY OF MEDFORD & COORD BODIES