IOWA SCOTTISH RITE MASONIC FOUNDATION (EIN 426060659) - 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

1959

Legal Domicile

Principal Officer

STEVEN G JACOBS

Phone

5152888429

Tax Period

2024-01-01 to 2024-12-31

IOWA SCOTTISH RITE MASONIC FOUNDATION, founded in 1959, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 362% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 81% operating margin.

Mission

MAINTAIN FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

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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 $1,388,152

Program Service Revenue $0

Investment Income $637,357

Other Revenue $52,913

TOTAL REVENUE $2,078,422

Expense Breakdown

Grants Paid $247,772

Salaries & Benefits $37,516

Fundraising Expenses $25,350

Program Expenses $286,694

Other Expenses $115,477

TOTAL EXPENSES $400,765

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,078,422	$449,990	+3.6%
Expenses	$400,765	$394,398	+0.0%
Net Income	$1,677,657	$55,592	+29.2%

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

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

$34,850

Total Directors

$34,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN M KLAUS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PAPPADUCAS	TREASURER	1.00	Officer Director	$0	$0	$0
JEREMEY MEAD	DIRECTOR	1.00	Director	$0	$0	$0
H CHRIS EICHMEIER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYCE B HILDRETH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM C JACOBSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD C NEESE II	DIRECTOR	1.00	Director	$0	$0	$0
SHANE HARSHBARGER	SECRETARY /DIRECTOR DEVELO	20.00	Officer Director	$34,850	$0	$34,850
DENNIS R SOEBBING	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN G JACOBS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT E BRECKENRIDGE II	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN H GHRIST	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS D COX	DIRECTOR	1.00	Director	$0	$0	$0
GARY L SISSEL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES D YATES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MYERS III	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HUMBERT	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD O BERGEZ	DIRECTOR	1.00	Director	$0	$0	$0
DOUG B MARX	DIRECTOR	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
2024	No data	No data	No data	No data
2024	$2,078,422	$400,765	$10,271,426	$1,677,657
2023	$449,990	$394,398	$8,063,250	$55,592
2022	$346,494	$387,129	$6,289,357	$-40,635
2021	$862,650	$372,992	$6,329,992	$489,658
2020	$488,412	$392,830	$5,840,332	$95,582
2019	$194,684	$378,203	$5,744,750	$-183,519
2018	$314,732	$393,424	$5,928,269	$-78,692

IOWA SCOTTISH RITE MASONIC FOUNDATION