ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF BURLINGAME & COORD BODIES (EIN 940283412) - 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

1922

Legal Domicile

Principal Officer

DAVID D JONES

Phone

6503444841

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF BURLINGAME & COORD BODIES, founded in 1922, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. The organization ran a surplus of $157K, a strong 46% operating margin.

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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 $982

Program Service Revenue $8,708

Investment Income $327,948

Other Revenue $0

TOTAL REVENUE $337,638

Expense Breakdown

Grants Paid $16,250

Salaries & Benefits $52,280

Fundraising Expenses $0

Other Expenses $112,455

TOTAL EXPENSES $180,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,638	$-663,865	-1.5%
Expenses	$180,985	$179,722	+0.0%
Net Income	$156,653	$-843,587	-1.2%

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

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

$45,000

Total Directors

$45,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID D JONES	Treasurer	10.00	Officer Director	$22,500	$0	$22,500
DAVID JOLLIFFE	Secretary	10.00	Officer Director	$22,500	$0	$22,500
MARTY CUSING	PERSONAL REP	10.00	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	No data	No data	No data	No data
2023	$337,638	$180,985	$4,018,034	$156,653
2022	$-663,865	$179,722	$3,860,633	$-843,587
2021	$521,791	$160,335	$4,704,220	$361,456
2020	$544,425	$235,046	$4,347,219	$309,379
2019	$512,683	$211,167	$4,034,215	$301,516
2018	$-77,710	$235,438	$3,731,869	$-313,148

ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF BURLINGAME & COORD BODIES