SCOTTISH RITE MASONIC CENTER PRESERVATION FOUNDATION INC (EIN 237071519) - 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

Legal Domicile

Principal Officer

JAMES JOHNS

Phone

9122325132

Tax Period

2023-01-01 to 2023-12-31

SCOTTISH RITE MASONIC CENTER PRESERVATION FOUNDATION INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $116K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $41K, a strong 35% operating margin.

Mission

PRESERVATION AND MAINTENANCE OF MASONIC CENTER

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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 $0

Program Service Revenue $0

Investment Income $116,296

Other Revenue $0

TOTAL REVENUE $116,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,783

Other Expenses $75,783

TOTAL EXPENSES $75,783

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,296	$125,421	-0.1%
Expenses	$75,783	$60,000	+0.3%
Net Income	$40,513	$65,421	-0.4%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY BOTTITA	AASR FELLOW	1.00	Director	$0	$0	$0
THOMAS CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS CHAPMAN	DIRECTOR OF	1.00	Director	$0	$0	$0
ROGER COURSEY	TRUSTEE	1.00	Director	$0	$0	$0
HUEY DAVIS	MEMBER AT LA	1.00	Director	$0	$0	$0
JAMES JOHNS	GEN SECRETAR	1.00	Officer Director	$0	$0	$0
BRUCE MCNALL	TRUSTEE	1.00	Director	$0	$0	$0
MIKE NICHOLS	MEMBER AT LA	1.00	Director	$0	$0	$0
BILL SHEPARD	MEMBER AT LA	1.00	Director	$0	$0	$0
DWAYNE SUTTON	MEMBER AT LA	1.00	Director	$0	$0	$0
DAVID ARMSTRONG	TREASURER	1.00	Officer	$0	$0	$0
C WAYNE BARNES	ALMONER	2.00	Officer	$0	$0	$0
DONALD C COMBS	PERSONAL REP	1.00	Officer	$0	$0	$0
JEREMY FLETCHER	GEN SEC (OUT	10.00	Officer	$0	$0	$0
ROBERT GRAYSON	WISE MASTER	1.00	Officer	$0	$0	$0
KENNETH KING	COMMANDER	1.00	Officer	$0	$0	$0
ROBERT MOORE	MASTER OF KA	1.00	Officer	$0	$0	$0
JAMES STEVENS	VENERABLE MA	10.00	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
2024	No data	No data	No data	No data
2023	$116,296	$75,783	$3,333,477	$40,513
2022	$125,421	$60,000	$3,368,115	$65,421
2021	$162,015	No data	$3,719,093	No data
2020	$220,967	$6,479	$3,694,264	$214,488
2019	$139,086	$46,762	$12,035,539	$92,324
2018	$30,966	$6,957	$585,579	$24,009

SCOTTISH RITE MASONIC CENTER PRESERVATION FOUNDATION INC