SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST

EIN: 356034414 501(c)(3) Community Improvement

SOUTH BEND, IN

Total Revenue
$126,015
Total Expenses
$37,005
Total Assets
$561,464
Net Assets
$561,464
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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
1984
Legal Domicile
IN
Phone
5742352952
Tax Period
2024-01-01 to 2024-12-31

SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST, founded in 1984, is a small nonprofit in the Community Improvement sector that reported $126K in total revenue in fiscal year 2024. The organization ran a surplus of $89K, a strong 71% operating margin.

Mission

TO MAKE GRANTS TO EXEMPT ORGANIZATIONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $126,015
Other Revenue $0
TOTAL REVENUE $126,015

Expense Breakdown

Grants Paid $30,404
Salaries & Benefits $4,832
Fundraising Expenses $0
Other Expenses $1,769
TOTAL EXPENSES $37,005

Year-over-Year Comparison

2024 2023 Change
Revenue $126,015 N/A N/A
Expenses $37,005 N/A N/A
Net Income $89,010 $0 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
N/A
Independent Members
N/A
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
1ST SOURCE BANK TRUSTEE N/A
$4,832 $0 $4,832
ROBERT KEUPER DIRECTOR N/A
Officer
$0 $0 $0
FRANCISCO FOTIA DIRECTOR N/A
Officer
$0 $0 $0
TIMOTHY F LAWSON DIRECTOR N/A
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
2025 No data No data No data No data
2024 $126,015 $37,005 $561,464 $89,010
2020 $17,327 $18,996 $501,178 $-1,669
2019 $45,962 $41,234 $502,847 $4,728
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