SCOTTISH RITE ALMONER'S FUND INC (EIN 366160501) - 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

1967

Legal Domicile

Principal Officer

KRIS CALDWELL

Phone

6304393400

Tax Period

2023-08-01 to 2024-07-31

SCOTTISH RITE ALMONER'S FUND INC, founded in 1967, is a micro nonprofit in the Mutual Benefit sector that reported $46K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $7K, a strong 16% operating margin.

Mission

TO IMPROVE AND DISPENSE CHARITY

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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 $28,553

Program Service Revenue $0

Investment Income $17,935

Other Revenue $0

TOTAL REVENUE $46,488

Expense Breakdown

Grants Paid $31,700

Salaries & Benefits $0

Fundraising Expenses $1,275

Program Expenses $31,700

Other Expenses $7,375

TOTAL EXPENSES $39,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,488	$42,452	+0.1%
Expenses	$39,075	$19,096	+1.0%
Net Income	$7,413	$23,356	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW A KEPPY	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRANDON ZEARS	COMMANDER IN CHIEF	1.00	Director	$0	$0	$0
CHAD M LACEK	MEMBER	1.00	Director	$0	$0	$0
DARYL W SELOCK	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID A MARTIN	LEGAL COUNCIL	1.00	Director	$0	$0	$0
KENNETH J ARMBRUSTER	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTEFFOR D CALDWELL	ALMONER	1.00	Director	$0	$0	$0
MICHAEL W BEHM	HOUSE CHAIR	5.00	Director	$0	$0	$0
REUBEN M OWENS	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT KOGUT	MEMBER	1.00	Director	$0	$0	$0
BRIAN J OWEN	FINANCE CHAIR	1.00	Director	$0	$0	$0
RUSSELL A SCANLAN	MEMBER	1.00	Director	$0	$0	$0
JOSEPH W PEGORARO	MEMBER	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
2025	No data	No data	No data	No data
2024	$46,488	$39,075	$674,429	$7,413
2023	$42,452	$19,096	$667,016	$23,356
2022	$61,273	$16,245	$643,660	$45,028
2021	$51,236	$25,998	$598,632	$25,238
2020	$89,064	$51,821	$573,394	$37,243
2019	$166,003	$42,171	$536,151	$123,832

SCOTTISH RITE ALMONER'S FUND INC