THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDAION INC (EIN 521664576) - 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

1990

Legal Domicile

Principal Officer

JAMES D COLE

Phone

2022323579

Tax Period

2023-01-01 to 2023-12-31

THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDAION INC, founded in 1990, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 26% operating margin.

Mission

TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF.

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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 $3,965,158

Program Service Revenue $0

Investment Income $220,728

Other Revenue $34,625

TOTAL REVENUE $4,220,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,431,218

Fundraising Expenses $1,115,534

Program Expenses $1,731,337

Other Expenses $1,688,060

TOTAL EXPENSES $3,119,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,220,511	$3,303,846	+0.3%
Expenses	$3,119,278	$2,786,137	+0.1%
Net Income	$1,101,233	$517,709	+1.1%

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

$1,305,451

Total Directors

$953,935

Key Employees

$277,384

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES D COLE	PRESIDENT	12.00	Officer Director	$160,950	$12,492	$548,992
WILLIAM G SIZEMORE II	SECRETARY	12.00	Officer Director	$104,438	$56,816	$404,943
JORGE FRANCHI	CFO	5.40	Officer	$37,476	$73,921	$351,516
MATTHEW SZRAMOSKI	DIR. OF DEVE	50.00	Key Emp	$107,524	$62,336	$277,384
GARY UNGER	MAJOR DONOR	20.00	Highest	$51,367	$10,158	$112,892
JEFFREY D LARSON	TREASURER	N/A	Officer Director	$0	$0	$0
GARY L SISSEL	ASSISTANT SE	N/A	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
2024	No data	No data	No data	No data
2023	$4,220,511	$3,119,278	$32,714,659	$1,101,233
2022	$3,303,846	$2,786,137	$29,721,624	$517,709
2021	$5,822,669	$2,937,709	$31,687,828	$2,884,960
2020	$1,377,671	$2,777,196	$29,120,870	$-1,399,525
2019	$3,347,536	$2,854,123	$28,500,301	$493,413
2018	$4,585,978	$3,030,079	$27,014,162	$1,555,899

THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDAION INC