LOUISVILLE SCOTTISH RITE FOUNDATION INC (EIN 611077217) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

RANDOLPH C STARKS

Phone

5025847483

Tax Period

2020-07-01 to 2021-06-30

LOUISVILLE SCOTTISH RITE FOUNDATION INC, founded in 1985, is a small nonprofit in the Health Care sector that reported $314K in total revenue in fiscal year 2020. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $214K, a strong 68% operating margin.

Mission

THE MISSION IS TO FUND SPEECH THERAPY FOR PRESCHOOLERS BETWEEN THE AGES OF 2 AND 5 YEARS OLD WHO HAVE BEEN DIAGNOSED AS HAVING A TREATABLE LANGUAGE DISORDER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $47,161

Program Service Revenue $0

Investment Income $256,440

Other Revenue $10,250

TOTAL REVENUE $313,851

Expense Breakdown

Grants Paid $93,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,985

Other Expenses $7,311

TOTAL EXPENSES $100,311

Year-over-Year Comparison

	2020	2019	Change
Revenue	$313,851	$168,715	+0.9%
Expenses	$100,311	$127,753	-0.2%
Net Income	$213,540	$40,962	+4.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JASON R WILSON	SECRETARY	Officer Director	$0	$0	$0
RANDOLPH C STARKS	TREASURER	Officer Director	$0	$0	$0
DAVID L OWEN	DIRECTOR	Director	$0	$0	$0
JAMES E BROWN	PRESIDENT	Officer Director	$0	$0	$0
TIMOTHY D ROOT	VICE PRESIDENT	Officer Director	$0	$0	$0
WENDELL M LITTLEFIELD	DIRECTOR	Director	$0	$0	$0
H RICHARD LAIRD	DIRECTOR	Director	$0	$0	$0
TERRY L BOWMAN	DIRECTOR	Director	$0	$0	$0
SCOTT DAVIS	DIRECTOR	Director	$0	$0	$0
TOM W HARPER	DIRECTOR	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
2021	$313,851	$100,311	$3,930,051	$213,540
2020	$168,715	$127,753	$3,045,493	$40,962
2019	$418,446	$112,978	$2,950,134	$305,468

LOUISVILLE SCOTTISH RITE FOUNDATION INC