Ancient and Accepted Scottish Rite Valley of Santa Barbara and Bodies

EIN: 951475841

Santa Barbara, CA

Total Revenue
$113,224
Total Expenses
$86,584
Total Assets
$213,489
Net Assets
$207,665
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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
1931
Legal Domicile
CA
Phone
8059656100
Tax Period
2023-01-01 to 2023-12-31

Ancient and Accepted Scottish Rite Valley of Santa Barbara and Bodies, founded in 1931, is a small nonprofit that reported $113K in total revenue in fiscal year 2023. The organization ran a surplus of $27K, a strong 24% operating margin.

Mission

Education and Scholarships

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $103,445
Program Service Revenue $0
Investment Income $9,779
Other Revenue $0
TOTAL REVENUE $113,224

Expense Breakdown

Grants Paid $0
Salaries & Benefits $45,447
Fundraising Expenses $0
Other Expenses $41,137
TOTAL EXPENSES $86,584

Year-over-Year Comparison

2023 2022 Change
Revenue $113,224 N/A N/A
Expenses $86,584 N/A N/A
Net Income $26,640 N/A N/A
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

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Governance

Voting Members
4
Independent Members
4
Employees
1
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Hon Paul Main Treasurer 1.00
Officer
$0 $0 $0
JC Knapp Vice President 1.00
Officer
$0 $0 $0
Maurice Sourmany President 1.00
Officer
$0 $0 $0
Floyd Griffin Secretary 1.00
Officer
$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 $113,224 $86,584 $213,489 $26,640
2020 $105,299 $45,758 $177,335 $59,541
2019 $75,950 $80,707 $118,638 $-4,757
2018 $75,321 $66,699 $124,608 $8,622
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