MCALESTER SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION (EIN 736102862) - 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

1962

Legal Domicile

Principal Officer

MICHAEL A EBERT

Phone

9184236360

Tax Period

2023-01-01 to 2023-12-31

MCALESTER SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION, founded in 1962, is a small nonprofit in the Education sector that reported $199K in total revenue in fiscal year 2023. Expenses of $299K exceeded revenue, resulting in a 50% operating deficit.

Mission

EDUCATIONAL AND CHARITABLE 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 (2023)

Revenue Breakdown

Contributions & Grants $76,413

Program Service Revenue $0

Investment Income $104,767

Other Revenue $17,701

TOTAL REVENUE $198,881

Expense Breakdown

Grants Paid $40,204

Salaries & Benefits $45,666

Fundraising Expenses $15,475

Program Expenses $227,079

Other Expenses $212,679

TOTAL EXPENSES $298,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,881	$199,362	0.0%
Expenses	$298,549	$359,169	-0.2%
Net Income	$-99,668	$-159,807	-0.4%

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

$52,481

Total Directors

$52,481

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G DAVE DONATHAN III	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRETT CABLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL A EBERT	GENERAL SECRETARY	20.00	Officer Director	$0	$0	$52,481
WILLIAM C COX	TRUSTEE	2.00	Director	$0	$0	$0
JACK B INMAN	TRUSTEE	1.00	Director	$0	$0	$0
N WADE MASSEY	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY WARREN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN GRAGG	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY RYDER	TRUSTEE	1.00	Director	$0	$0	$0
BOBBY J PETERS	TRUSTEE	1.00	Director	$0	$0	$0
JOE R MANNING JR	TRUSTEE	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	No data	No data	No data	No data
2023	$198,881	$298,549	$8,919,964	$-99,668
2022	$199,362	$359,169	$8,187,666	$-159,807
2021	$4,403,584	$330,354	$10,732,782	$4,073,230
2020	$429,441	$412,732	$10,000,445	$16,709
2019	$158,050	$241,157	$4,757,777	$-83,107
2018	$534,098	$250,053	$4,376,488	$284,045

MCALESTER SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION