San Antonio Scottish Rite Library & Museum (EIN 742670429) - 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

1992

Legal Domicile

Principal Officer

JAIME GARZA

Phone

2102220133

Tax Period

2024-01-01 to 2024-12-31

San Antonio Scottish Rite Library & Museum, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2024. Expenses of $209K left a modest 9% surplus.

Mission

Preservation and maintenance of the Scottish Rite Cathedral in downtown San Antonio, TX. The building houses a library and museum which are open to the public, and is used as a home to several organizations affiliated with Freemasonry. The building also provides meeting and banquet facilities for public.

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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 (2024)

Revenue Breakdown

Contributions & Grants $42,339

Program Service Revenue $185,532

Investment Income $1,442

Other Revenue $0

TOTAL REVENUE $229,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,982

Fundraising Expenses $0

Program Expenses $116,850

Other Expenses $203,678

TOTAL EXPENSES $208,660

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,313	$237,127	0.0%
Expenses	$208,660	$291,733	-0.3%
Net Income	$20,653	$-54,606	-1.4%

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

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
William Gerhardt	Director	001.00	Director	$0	$0	$0
Roland Havens	Director	001.00	Director	$0	$0	$0
Robert Park	Chairman	001.00	Director	$0	$0	$0
John Daetwyler	Agent of Record	001.00	Director	$0	$0	$0
Jaime Garza	President/Treasurer	005.00	Officer	$0	$0	$0
Joseph Heiminiak	Secretary	001.00	Officer	$0	$0	$0
James Williams IV	Vice President	001.00	Officer	$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	$229,313	$208,660	$480,703	$20,653
2023	$237,127	$291,733	$458,204	$-54,606
2022	$214,779	$384,954	$513,420	$-170,175
2021	$751,522	$372,302	$707,395	$379,220
2020	$309,002	$359,569	$285,558	$-50,567
2019	$337,560	$518,023	$367,837	$-180,463
2018	$294,513	$406,887	$521,913	$-112,374

San Antonio Scottish Rite Library & Museum