ANCIENT & ACCEPTED SCOTTISH RITE OF THE VALLEY OF SACRAMENTO (EIN 940850290) - 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

9164525881

Tax Period

2023-01-01 to 2023-12-31

ANCIENT & ACCEPTED SCOTTISH RITE OF THE VALLEY OF SACRAMENTO, founded in 1911, is a small nonprofit that reported $224K in total revenue in fiscal year 2023. Net assets of $3.3M represent 174 months of operating reserves.

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 (2023)

Revenue Breakdown

Contributions & Grants $98,727

Program Service Revenue $0

Investment Income $103,946

Other Revenue $21,497

TOTAL REVENUE $224,170

Expense Breakdown

Grants Paid $35,500

Salaries & Benefits $60,959

Fundraising Expenses $0

Other Expenses $149,316

TOTAL EXPENSES $245,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,170	$230,300	0.0%
Expenses	$245,775	$223,340	+0.1%
Net Income	$-21,605	$6,960	-4.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY R BORN	Treasurer	5.00	Officer Director	$0	$0	$0
DAVID ANDERSON	Secretary	15.00	Officer Director	$0	$0	$0
THOMAS PRYOR	VEN. MASTER	1.00	Officer Director	$0	$0	$0
MARIO BALBIANI	PERSONAL REP	15.00	Officer Director	$0	$0	$0
TIMOTHY BLAGG	OFFICER	1.00	Officer Director	$0	$0	$0
TIMOTHY HORNER	OFFICER	1.00	Officer Director	$0	$0	$0
IVAN GUZMAN	OFFICER	1.00	Officer Director	$0	$0	$0
FRANK LOUI	Deputy SGIG	1.00	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
2023	$224,170	$245,775	$3,355,559	$-21,605
2022	$230,300	$223,340	$3,110,819	$6,960
2021	$211,546	$181,774	$3,686,380	$29,772
2020	$265,393	$169,119	$3,174,036	$96,274
2019	$130,403	$205,251	$3,129,061	$-74,848
2018	$249,076	$218,179	$2,775,968	$30,897

ANCIENT & ACCEPTED SCOTTISH RITE OF THE VALLEY OF SACRAMENTO