The Wichita Scottish Rite Charitable Trust (EIN 481072294) - 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

1983

Legal Domicile

Principal Officer

Tony Nelzen

Phone

3162634218

Tax Period

2024-10-01 to 2025-09-30

The Wichita Scottish Rite Charitable Trust, founded in 1983, is a micro nonprofit that reported $90K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.3M represent 176 months of operating reserves.

Mission

To support Childhood Language Disorder Clinics, support needed medical treatment of crippled children and support Scottish Rite activities.

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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 $90,136

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $90,136

Expense Breakdown

Grants Paid $89,146

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,571

Other Expenses $1,425

TOTAL EXPENSES $90,571

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,136	$79,957	+0.1%
Expenses	$90,571	$78,766	+0.1%
Net Income	$-435	$1,191	-1.4%

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
Gary Gates	Trustee	0.50	Director	$0	$0	$0
Warren Rensner	Trustee	0.50	Director	$0	$0	$0
Richard Price	Trustee	0.50	Director	$0	$0	$0
Ronnie L Van Etten	Personal Representative	0.50	Officer Director	$0	$0	$0
Tony Nelzen	Executive Secretary	2.00	Officer 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	$90,136	$90,571	$1,319,571	$-435
2024	$79,957	$78,766	$1,289,555	$1,191
2023	$74,224	$73,694	$1,062,901	$530
2022	$1,234,817	$1,355	$1,245,288	$1,233,462
2021	$1,160	$1,367	$11,826	$-207
2020	$12,891	$43,601	$12,033	$-30,710
2019	$75,220	$522,081	$42,742	$-446,861
2018	$99,385	$40,892	$504,522	$58,493

The Wichita Scottish Rite Charitable Trust