SCOTTISH RITE FOUNDATION OF MISSOURI INC (EIN 436033388) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

RANDALL WILSON

Phone

3145337410

Tax Period

2023-01-01 to 2023-12-31

SCOTTISH RITE FOUNDATION OF MISSOURI INC, founded in 1946, is a small nonprofit in the Health Care sector that reported $248K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $235K left a modest 6% surplus.

Mission

IT IS THE MISSION OF THE SCOTTISH RITE FOUNDATION OF MISSOURI, INC. TO ENHANCE THE LIVES OF CHILDREN OF MISSOURI BY ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUE THROUGH: THE RITECARE CHILDHOOD LANGUAGE PROGRAM, YOUTH MEDICAL AND DENTAL ASSISTANCE, SCHOLARSHIPS, AND DISASTER RELIEF.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $97,208

Program Service Revenue $0

Investment Income $151,106

Other Revenue $17

TOTAL REVENUE $248,331

Expense Breakdown

Grants Paid $112,204

Salaries & Benefits $63,080

Fundraising Expenses $0

Program Expenses $143,664

Other Expenses $59,361

TOTAL EXPENSES $234,645

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,331	$219,438	+0.1%
Expenses	$234,645	$257,244	-0.1%
Net Income	$13,686	$-37,806	-1.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL WILSON	BOARD CHAIRM	N/A	Officer Director	$0	$0	$0
KURT WITZEL	PRESIDENT	N/A	Officer Director	$0	$0	$0
WILLIAM SHANSEY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JIM HARDY	TREASURER	N/A	Officer Director	$0	$0	$0
PATRICK WEST	SECRETARY	N/A	Officer Director	$0	$0	$0
JR MEASE	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT COCKERHAM	SGIG	N/A	Director	$0	$0	$0
JACK KAIRY	DIRECTOR	N/A	Director	$0	$0	$0
DUANE DIMMITT	DIRECTOR	N/A	Director	$0	$0	$0
ROGER FLEER	VOTING MEMBE	N/A	Director	$0	$0	$0
MELVIN LEE GORDON	VOTING MEMBE	N/A	Director	$0	$0	$0
JACK KAIRY	DIRECTOR	N/A	Director	$0	$0	$0
JIM KERN	VOTING MEMBE	N/A	Director	$0	$0	$0
MIKE SHULSE	VOTING MEMBE	N/A	Director	$0	$0	$0
DAVID APPLEBY	VOTING MEMBE	N/A	Director	$0	$0	$0
T WAYNE ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK STEWART	VOTING MEMBE	N/A	Director	$0	$0	$0
DAVID COLLIGNON	DIRECTOR	N/A	Director	$0	$0	$0
JAMES GILBERT	VOTING MEMBE	N/A	Director	$0	$0	$0
CHRISTOPHER NICKLE	VOTING MEMBE	N/A	Director	$0	$0	$0
MICHAEL JOHNS	DIRECTOR	N/A	Director	$0	$0	$0
AARON SHOEMAKER	VOTING MEMBE	N/A	Director	$0	$0	$0
WESLEY WINGFIELD	VOTING MEMBE	N/A	Director	$0	$0	$0
SHAN CHRISTOPHER	VOTING MEMBE	N/A	Director	$0	$0	$0
STANTON BROWN II	VOTING MEMBE	N/A	Director	$0	$0	$0
KELLY DAUGHERTY	VOTING MEMBE	N/A	Director	$0	$0	$0
JIM JEFFERS	VOTING MEMBE	N/A	Director	$0	$0	$0
LEE ROSS	DIRECTOR	N/A	Director	$0	$0	$0
ED STARK	VOTING MEMBE	N/A	Director	$0	$0	$0
MICHAEL DAVIS	VOTING MEMBE	N/A	Director	$0	$0	$0
BOBBIE E WHITE	DIRECTOR	N/A	Director	$0	$0	$0
BRET AKERS	VOTING MEMBE	N/A	Director	$0	$0	$0
JACOB THOMPSON	VOTING MEMBE	N/A	Director	$0	$0	$0
TY TREUTELAAR	VOTING MEMBE	N/A	Director	$0	$0	$0
TODD SCHULZE	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL SMITH	VOTING MEMBE	N/A	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
2023	$248,331	$234,645	$5,196,548	$13,686
2022	$219,438	$257,244	$4,663,168	$-37,806
2021	$814,938	$216,054	$5,540,633	$598,884
2020	$773,965	$298,358	$5,607,987	$475,607
2019	$169,157	$252,938	$4,612,952	$-83,781
2018	$-12,114	$336,094	$4,068,148	$-348,208

SCOTTISH RITE FOUNDATION OF MISSOURI INC