GUTHRIE SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION (EIN 736105910) - 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

GLEN CHANEY

Phone

4052821281

Tax Period

2023-01-01 to 2023-12-31

GUTHRIE SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION, founded in 1962, is a small nonprofit in the Education sector that reported $166K in total revenue in fiscal year 2023. Expenses of $292K exceeded revenue, resulting in a 75% 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 $131,899

Program Service Revenue $0

Investment Income $33,221

Other Revenue $1,249

TOTAL REVENUE $166,369

Expense Breakdown

Grants Paid $23,750

Salaries & Benefits $0

Fundraising Expenses $11,617

Program Expenses $208,544

Other Expenses $267,996

TOTAL EXPENSES $291,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,369	$-167	-997.2%
Expenses	$291,746	$643,676	-0.5%
Net Income	$-125,377	$-643,843	-0.8%

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

$56,829

Total Directors

$56,829

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN PIERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT COOK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN D CHURCH RETIRED 12312023	SECRETARY	14.00	Officer Director	$0	$0	$56,829
GENE MCKELVEY	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID SHORE	DIRECTOR	1.00	Director	$0	$0	$0
JACK PAINTER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN L LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
ED WOOD	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL HANTTULA	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JOE R MANNING JR	DIRECTOR	3.00	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	$166,369	$291,746	$7,205,126	$-125,377
2022	$-167	$643,676	$6,612,669	$-643,843
2021	$1,217,994	$617,169	$9,509,544	$600,825
2020	$362,234	$839,626	$8,957,986	$-477,392
2019	$936,616	$393,368	$10,030,549	$543,248
2018	$1,174,474	$358,331	$9,337,434	$816,143

GUTHRIE SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION