SCOTTISH RITE LODGE OF PERFECTION (EIN 237178294) - 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

1960

Legal Domicile

Phone

8402510995

Tax Period

2024-01-01 to 2024-12-31

SCOTTISH RITE LODGE OF PERFECTION, founded in 1960, is a micro nonprofit that reported $90K in total revenue in fiscal year 2024. Revenue surged 250% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 22% operating margin.

Mission

TO PROMOTE MASONIC FRATERNAL ACTIVITIES AT SCOTTISH RITE LEVEL

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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 $84,930

Program Service Revenue $0

Investment Income $5,109

Other Revenue $0

TOTAL REVENUE $90,039

Expense Breakdown

Grants Paid $7,960

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $67,627

Other Expenses $59,706

TOTAL EXPENSES $70,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,039	$25,699	+2.5%
Expenses	$70,666	$36,359	+0.9%
Net Income	$19,373	$-10,660	-2.8%

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
RICHARD HARLAN	SECRETARY	10.00	Officer	$0	$0	$0
LEE WHELAN	VICE CHARMAIN	5.00	Officer	$0	$0	$0
LUIS GARCIA	MASTER OF KODOSH	5.00	Officer	$0	$0	$0
GRAIG FLAGTWET	TREASURER	10.00	Officer	$0	$0	$0
DON ROBINSON	WISE MASTER	5.00	Officer	$0	$0	$0
JOHN NOLAN	CHARMAIN	10.00	Officer	$0	$0	$0
RONALD DRAKE	COMMANDER	5.00	Officer	$0	$0	$0
SCOTT McNAIR	VENERABLE MASTER	0.00	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	$90,039	$70,666	$512,398	$19,373
2023	$25,699	$36,359	$490,269	$-10,660
2020	$31,115	$30,819	$497,923	$296
2019	$36,340	$37,512	$497,627	$-1,172
2018	$53,949	$55,564	$498,799	$-1,615

SCOTTISH RITE LODGE OF PERFECTION