Scottish Rite Foundation of Omaha (EIN 237228286) - 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

1972

Legal Domicile

Phone

4023421300

Tax Period

2024-01-01 to 2024-12-31

Scottish Rite Foundation of Omaha, founded in 1972, is a community nonprofit in the Health Care sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $767K, a strong 75% operating margin.

Mission

To provide support for treatment of speech & languge disorder, scholastic assistance, and funding to improve & renovate historic structures.

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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 $652,320

Program Service Revenue $0

Investment Income $357,587

Other Revenue $17,567

TOTAL REVENUE $1,027,474

Expense Breakdown

Grants Paid $225,843

Salaries & Benefits $0

Fundraising Expenses $80

Program Expenses $225,843

Other Expenses $35,000

TOTAL EXPENSES $260,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,027,474	$409,525	+1.5%
Expenses	$260,843	$214,720	+0.2%
Net Income	$766,631	$194,805	+2.9%

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

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

$101,878

Total Directors

$101,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Maxell	Secretary/Treas	4.00	Officer Director	$0	$9,262	$101,878
Harold Huff	Director	1.00	Director	$0	$0	$0
Doug Reed	Vice President	1.00	Officer Director	$0	$0	$0
Bob Pelletier	Director	1.00	Director	$0	$0	$0
Tom Brummett	Director	1.00	Director	$0	$0	$0
Don Leu	President	1.00	Officer Director	$0	$0	$0
Jim Parks	Director	1.00	Director	$0	$0	$0
Scott Karpf	Director	1.00	Director	$0	$0	$0
Wayne Stuberg	Director	1.00	Director	$0	$0	$0
Mike Stuhr	Director	1.00	Director	$0	$0	$0
Schadd Gray	Director	1.00	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	$1,027,474	$260,843	$5,921,484	$766,631
2023	$409,525	$214,720	$5,158,988	$194,805
2022	$289,781	$271,933	$4,964,183	$17,848
2021	$563,857	$185,821	$4,942,200	$378,036
2020	$255,878	$221,681	$4,564,164	$34,197
2019	$359,835	$188,730	$4,529,967	$171,105
2018	$515,415	$177,968	$4,359,864	$337,447

Scottish Rite Foundation of Omaha