Ancient & Accepted Scottish Rite Valley of Pasadena (EIN 951090365) - 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

1925

Principal Officer

William F Rook

Phone

6267954213

Tax Period

2024-01-01 to 2024-12-31

Ancient & Accepted Scottish Rite Valley of Pasadena, founded in 1925, is a small nonprofit that reported $375K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 21% 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 $87,274

Program Service Revenue $160,461

Investment Income $126,841

Other Revenue $0

TOTAL REVENUE $374,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,137

Fundraising Expenses $0

Other Expenses $128,191

TOTAL EXPENSES $294,328

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,576	$270,161	+0.4%
Expenses	$294,328	$276,751	+0.1%
Net Income	$80,248	$-6,590	-13.2%

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

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	Role	Reportable Comp	Other Comp	Total
Gregory Gabriel	ASST PERS REP	Officer Director	$0	$0	$0
William F Rook	Secretary	Officer Director	$0	$0	$0
Miles Bresee III	Treasurer	Officer Director	$0	$0	$0
KEITH D KRAMER	Asst. Secretary	Officer Director	$0	$0	$0
Rees Padfield Jr	Representative	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	$374,576	$294,328	$2,090,466	$80,248
2023	$270,161	$276,751	$2,144,819	$-6,590
2022	$257,838	$248,107	$2,150,238	$9,731
2021	$103,213	$211,471	$2,151,833	$-108,258
2020	$83,747	$198,790	$2,694,777	$-115,043
2019	$96,436	$238,476	$2,088,374	$-142,040
2018	$31,185	$142,329	$2,078,997	$-111,144

Ancient & Accepted Scottish Rite Valley of Pasadena