NEW ORLEANS SCOTTISH RITE FOUNDATIO (EIN 721330815) - 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

1996

Legal Domicile

Principal Officer

BERNARD GOULD

Tax Period

2018-01-01 to 2018-12-31

NEW ORLEANS SCOTTISH RITE FOUNDATIO, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $116K in total revenue in fiscal year 2018. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 69% operating margin.

Mission

THE FOUNDATION SOLICITS FUNDS TO BE USED TO MAINTAIN THE MUSEUM QUALITY FURNISHINGS, ANTIQUES, AND OTHER ITEMS OF HISTORICAL, EDUCATIONAL, AND CULTURAL SIGNIFICANCE; AND, TO PURCHASE OR CONSTRUCT A NEW TEMPLE. REFER TO SCHEDULE O, 04 STATEMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $800

Program Service Revenue $0

Investment Income $115,216

Other Revenue $0

TOTAL REVENUE $116,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,061

Other Expenses $36,061

TOTAL EXPENSES $36,061

Year-over-Year Comparison

	2018	2017	Change
Revenue	$116,016	$76,458	+0.5%
Expenses	$36,061	$36,915	0.0%
Net Income	$79,955	$39,543	+1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNARD GOULD	PRESDIRECTOR	1.00	Officer Director	$0	$0	$0
JAY OWENSBY	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
THOMAS H DOUSSAN JR	TREASURER	0.50	Officer Director	$0	$0	$0
TONY RADOSTI	SECRETARY	0.00	Officer Director	$0	$0	$0
MARTIN REINSCHMIDT	DIRECTOR	0.00	Director	$0	$0	$0
GUY WILSON	DIRECTOR	0.00	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
2018	$116,016	$36,061	$3,795,073	$79,955

NEW ORLEANS SCOTTISH RITE FOUNDATIO