THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC

EIN: 526054737 501(c)(3) Education

WASHINGTON, DC

Total Revenue
$2,986,478
Total Expenses
$4,101,745
Total Assets
$25,158,899
Net Assets
$25,042,515
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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
1955
Legal Domicile
DC
Principal Officer
JAMES D COLE
Phone
2022323579
Tax Period
2023-01-01 to 2023-12-31

THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC, founded in 1955, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $4.1M exceeded revenue, resulting in a 37% operating deficit.

Mission

TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS.

Program Service Accomplishments

Program 1
Expenses: $2,846,514

AWARDING OF SCHOLARSHIPS AND MAKING CONTRIBUTIONS TO NATURAL DISASTER RELIEF EFFORTS AND STATE SCOTTISH RITE FOUNDATIONS FOR SUPPORT OF CHARITABLE 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,414,494
Program Service Revenue $0
Investment Income $563,072
Other Revenue $8,912
TOTAL REVENUE $2,986,478

Expense Breakdown

Grants Paid $2,725,060
Salaries & Benefits $735,861
Fundraising Expenses $775,144
Program Expenses $2,846,514
Other Expenses $640,824
TOTAL EXPENSES $4,101,745

Year-over-Year Comparison

2023 2022 Change
Revenue $2,986,478 $4,007,180 -0.3%
Expenses $4,101,745 $3,979,374 +0.0%
Net Income $-1,115,267 $27,806 -41.1%
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

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Governance

Voting Members
5
Independent Members
4
Employees
N/A
Volunteers
70

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
6
$1,304,676
Total Directors
5
$953,159
Key Employees
1
$277,384
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES D COLE PRESIDENT 8.00
Officer Director
$107,300 $12,492 $548,992
WILLIAM G SIZEMORE II SECRETARY 8.00
Officer Director
$69,470 $56,816 $404,167
JORGE FRANCHI CFO 5.00
Officer
$34,700 $73,921 $351,517
MATTHEW SZRAMOSKI DIR. OF DEVE 20.00
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 2.00
Officer Director
$0 $0 $0
JOE MANNING VICE PRESIDE 2.00
Officer Director
$0 $0 $0
GARY L SISSEL ASSISTANT SE 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
2024 No data No data No data No data
2023 $2,986,478 $4,101,745 $25,158,899 $-1,115,267
2022 $4,007,180 $3,979,374 $23,900,383 $27,806
2021 $4,911,069 $2,241,506 $27,388,958 $2,669,563
2020 $1,662,893 $2,526,708 $24,146,854 $-863,815
2019 $2,910,150 $2,493,176 $21,987,351 $416,974
2018 $2,337,597 $3,531,232 $18,091,650 $-1,193,635
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