SCOTTISH RITE PARK INC (EIN 420950776) - 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

1973

Legal Domicile

Principal Officer

DANIEL BOOR

Phone

5152744614

Tax Period

2023-11-01 to 2024-10-31

SCOTTISH RITE PARK INC, founded in 1973, is a mid-sized nonprofit that reported $12.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OPERATE AN INDEPENDENT RETIREMENT FACILITY IN A MANNER WHICH PROVIDES RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE IN A GRACIOUS ATTRACTIVE SETTING. IN CASE OF AN ACCIDENT OR ILLNESS, A 24 HOUR HEALTH SERVICES FACILITY OR RESIDENTIAL CARE IS AVAILABLE. SCOTTISH RITE PARK HAS 146 INDEPENDENT LIVING UNITS, 51 DUALLY CERTIFIED ICF/SNF BEDS AND A 25 BED RESIDENTIAL CARE FACILITY.

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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 $188,564

Program Service Revenue $11,911,691

Investment Income $142,129

Other Revenue $20,455

TOTAL REVENUE $12,262,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,325,923

Fundraising Expenses $0

Program Expenses $10,728,606

Other Expenses $7,009,531

TOTAL EXPENSES $13,335,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,262,839	$11,185,782	+0.1%
Expenses	$13,335,454	$11,589,252	+0.2%
Net Income	$-1,072,615	$-403,470	+1.7%

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

165

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

$459,996

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SCHARNBERG	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD WILLIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARK CLARK	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN PITTMAN	TREASURER	1.00	Officer Director	$0	$0	$0
MARK ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE ERLBACHER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GHRIST	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KOCH JR	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON LINDER	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BOOR	CHIEF EXECUT	40.00	Officer	$274,729	$34,441	$309,170
ELIZABETH DAWLEY	CFO	40.00	Officer	$133,688	$17,138	$150,826
YVONNE ROSENBERG	CHIEF NURSIN	40.00	Highest	$107,804	$32,050	$139,854
JOHNA GALLAGHER	CHIEF NURSIN	40.00	Highest	$112,080	$16,656	$128,736
MONICA KUEHL	DIRECTOR OF	40.00	Highest	$110,015	$5,540	$115,555

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	$12,262,839	$13,335,454	$30,739,021	$-1,072,615
2023	$11,185,782	$11,589,252	$28,968,184	$-403,470
2022	$10,695,226	$11,359,635	$26,048,274	$-664,409
2021	$10,075,372	$10,720,931	$26,703,712	$-645,559
2020	$10,213,355	$9,668,348	$25,028,424	$545,007
2019	$9,378,147	$9,186,231	$22,208,899	$191,916
2018	$7,922,204	$8,878,639	$19,931,303	$-956,435

SCOTTISH RITE PARK INC