WISCONSIN SCOTTISH RITE FOUNDATION INC (EIN 391757619) - 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

1992

Legal Domicile

Principal Officer

DONALD VAN WINKLE

Phone

4147273153

Tax Period

2022-08-01 to 2023-07-31

WISCONSIN SCOTTISH RITE FOUNDATION INC, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $38K in total revenue in fiscal year 2022. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 21% operating margin.

Mission

THE FOUNDATION'S MISSION IS TO PROMOTE AND SUPPORT INITIATIVES THAT ENRICH INDIVIDUAL LIVES AND OUR COMMUNITIES THROUGH CONTINUING EDUCATION SCHOLARSHIPS, QUALIFIED HUMAN SERVICE PROGRAMS THAT PROVIDE DEMONSTRATED BENEFIT TO RECIPIENTS, AND SUPPORT OF QUALIFIED NONPROFIT AGENCIES THAT ENHANCE QUALITY OF LIFE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7,256

Program Service Revenue $0

Investment Income $29,916

Other Revenue $379

TOTAL REVENUE $37,551

Expense Breakdown

Grants Paid $20,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,816

Other Expenses $8,981

TOTAL EXPENSES $29,481

Year-over-Year Comparison

	2022	2021	Change
Revenue	$37,551	$78,134	-0.5%
Expenses	$29,481	$34,658	-0.1%
Net Income	$8,070	$43,476	-0.8%

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

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
MICHAEL BURNHAM	DIRECTOR	2.00	Director	$0	$0	$0
TOM EWALD	DIRECTOR/VIC	2.00	Director	$0	$0	$0
NAPOLEON JANCZAK	DIRECTOR	2.00	Director	$0	$0	$0
DOUGLAS MOORHOUSE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL REINDL	TREASURER/DI	2.00	Officer Director	$0	$0	$0
ERIC FALKNER	SECRETARY	2.00	Officer	$0	$0	$0
DONALD VAN WINKLE	PRESIDENT	2.00	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
2023	$37,551	$29,481	$1,620,133	$8,070
2022	$78,134	$34,658	$1,496,408	$43,476
2021	$28,325	$63,592	$1,570,834	$-35,267
2020	$55,480	$7,681	$1,336,097	$47,799
2019	$32,299	$38,865	$1,250,692	$-6,566
2018	$2,070,003	$614,273	$1,281,917	$1,455,730

WISCONSIN SCOTTISH RITE FOUNDATION INC