SCOTTISH RITE FOUNDATION OF SOUTH CAROLINA INC (EIN 570808599) - 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

1985

Principal Officer

MICHAEL BROOM

Phone

8033601772

Tax Period

2025-01-01 to 2025-12-31

SCOTTISH RITE FOUNDATION OF SOUTH CAROLINA INC, founded in 1985, is a small nonprofit in the Mutual Benefit sector that reported $312K in total revenue in fiscal year 2025. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $70K, a strong 22% operating margin.

Mission

ESTABLISHING AND MAINTAINING A FUND OR FUNDS TO BE USED ALONG WITH THE INCOME THERE FROM EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $247,315

Program Service Revenue $0

Investment Income $64,718

Other Revenue $0

TOTAL REVENUE $312,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,636

Fundraising Expenses $0

Program Expenses $233,982

Other Expenses $219,488

TOTAL EXPENSES $242,124

Year-over-Year Comparison

	2025	2024	Change
Revenue	$312,033	$338,288	-0.1%
Expenses	$242,124	$245,534	0.0%
Net Income	$69,909	$92,754	-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

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
MICHAEL BROOM	CHAIRMAN	N/A	Officer Director	$0	$0	$0
BRUCE A CHENNERY	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
RODGER ELLINGWOOD	SECRETARY	N/A	Officer Director	$0	$0	$0
PHIL REICHNER	TREASURER	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
2025	$312,033	$242,124	$2,478,632	$69,909
2024	No data	No data	No data	No data
2023	$360,852	$234,700	$2,290,373	$126,152
2022	$267,072	$206,955	$2,153,895	$60,117
2021	$260,308	$141,271	$1,120,500	$119,037
2020	$159,045	$231,621	$993,014	$-72,576
2019	$215,166	$315,264	$997,008	$-100,098
2018	$265,863	$377,337	$1,090,756	$-111,474

SCOTTISH RITE FOUNDATION OF SOUTH CAROLINA INC