Scottish Rite Foundation of Nebraska Inc (EIN 237449602) - 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

1975

Legal Domicile

Phone

4023421300

Tax Period

2024-01-01 to 2024-12-31

Scottish Rite Foundation of Nebraska Inc, founded in 1975, is a community nonprofit in the Health Care sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $242K, a strong 19% operating margin.

Mission

Charitable giving to support language disorder clinics.

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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 $431,202

Program Service Revenue $0

Investment Income $820,160

Other Revenue $-8,526

TOTAL REVENUE $1,242,836

Expense Breakdown

Grants Paid $855,493

Salaries & Benefits $75,000

Fundraising Expenses $86,099

Program Expenses $855,493

Other Expenses $70,780

TOTAL EXPENSES $1,001,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,242,836	$1,017,669	+0.2%
Expenses	$1,001,273	$1,025,697	0.0%
Net Income	$241,563	$-8,028	-31.1%

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

$101,878

Total Directors

$101,878

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Maxell	Secretary	6.00	Officer Director	$0	$9,262	$101,878
Dan Wellendorf	President	1.00	Officer Director	$0	$0	$0
Bob Nemecek	Director	0.00	Director	$0	$0	$0
Dale Lueders	Treasurer	1.00	Officer Director	$0	$0	$0
Art Stricker	Director	0.00	Director	$0	$0	$0
John Ferguson	Director	0.00	Director	$0	$0	$0
Phil Odom	Director	0.00	Director	$0	$0	$0
G Seiler	Director	0.00	Director	$0	$0	$0
Robert Moniger	Director	0.00	Director	$0	$0	$0
Schadd Gray	Director	0.00	Director	$0	$0	$0
Mike Gray	Vice President	1.00	Officer Director	$0	$0	$0
Jeffrey Herber	Director	0.00	Director	$0	$0	$0
Tom Brummett	Director	0.00	Director	$0	$0	$0
Brett Van Patten	Director	0.00	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	$1,242,836	$1,001,273	$12,375,397	$241,563
2023	$1,017,669	$1,025,697	$12,133,834	$-8,028
2022	$923,027	$1,233,150	$12,141,862	$-310,123
2021	$1,741,283	$933,820	$12,460,489	$807,463
2020	$710,276	$910,896	$11,661,352	$-200,620
2019	$887,789	$804,150	$11,861,785	$83,639
2018	$1,374,316	$911,884	$11,778,013	$462,432

Scottish Rite Foundation of Nebraska Inc