SCOTTISH RITE RESEARCH SOCIETY (EIN 521737035) - 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

1991

Legal Domicile

Principal Officer

C JAMES GRAHAM MD

Phone

2022323579

Tax Period

2024-01-01 to 2024-12-31

SCOTTISH RITE RESEARCH SOCIETY, founded in 1991, is a small nonprofit in the Human Services sector that reported $202K in total revenue in fiscal year 2024. Expenses of $178K left a modest 12% surplus.

Mission

TO PROMOTE AND PROVIDE AN EDUCATIONAL, CULTURAL, HISTORICAL FORMUM FOR PRINTING, RESEARCH AND DISTRIBUTION OF ARTICLES.

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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 $0

Program Service Revenue $141,548

Investment Income $35,431

Other Revenue $24,878

TOTAL REVENUE $201,857

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,854

Fundraising Expenses $0

Program Expenses $126,346

Other Expenses $140,723

TOTAL EXPENSES $177,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,857	$197,014	+0.0%
Expenses	$177,577	$177,403	+0.0%
Net Income	$24,280	$19,611	+0.2%

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

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

$14,248

Total Directors

$14,248

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C JAMES GRAHAM MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARTIN P STARR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JORGE FRANCHI	TREASURER/CF	1.60	Officer Director	$11,883	$2,365	$14,248
ROBERT WOLFARTH	SECRETARY	1.00	Officer Director	$0	$0	$0
ADAM G KENDALL	HEREDOM EDIT	1.00	Officer Director	$0	$0	$0
S BRENT MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
ARTURO DE HOYOS	DIRECTOR	1.00	Director	$0	$0	$0
BESMIR RULI	DIRECTOR	1.00	Director	$0	$0	$0
SEAN D GRAYSTONE	DIRECTOR	1.00	Director	$0	$0	$0
JOSEF WAGES	DIRECTOR	1.00	Director	$0	$0	$0
PIERRE G NORMAND JR	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
AARON M SHOEMAKER	DIRECTOR	1.00	Director	$0	$0	$0
KEN COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL L WIGGINS	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	$201,857	$177,577	$1,687,674	$24,280
2023	$197,014	$177,403	$1,556,516	$19,611
2022	$163,397	$111,054	$1,377,450	$52,343
2021	$191,705	$59,830	$1,511,405	$131,875
2020	$112,362	$89,362	$1,294,194	$23,000
2019	$108,510	$102,274	$1,190,141	$6,236
2018	$111,603	$100,787	$1,069,931	$10,816

SCOTTISH RITE RESEARCH SOCIETY