Scottish Rite Learning Center of South Texas (EIN 755072012) - 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

1984

Legal Domicile

Principal Officer

JAIME GARZA

Phone

2102220133

Tax Period

2024-01-01 to 2024-12-31

Scottish Rite Learning Center of South Texas, founded in 1984, is a small nonprofit that reported $171K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 19% operating margin.

Mission

Organization dedicated to assist and treat children with learning disabilities such as dyslexia. The organization also provides instructions and certifies teachers as dyslexia therapists and practitioners.

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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 $9,566

Program Service Revenue $138,892

Investment Income $22,855

Other Revenue $0

TOTAL REVENUE $171,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,779

Fundraising Expenses $0

Program Expenses $126,390

Other Expenses $114,130

TOTAL EXPENSES $137,909

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,313	$107,874	+0.6%
Expenses	$137,909	$76,754	+0.8%
Net Income	$33,404	$31,120	+0.1%

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
Thomas Leveret	Director	001.00	Director	$0	$0	$0
William Jones	Director	001.00	Director	$0	$0	$0
Robert Park	Secretary	001.00	Director	$0	$0	$0
John Dunn	Director	001.00	Officer Director	$0	$0	$0
Oscar Flores	President	001.00	Officer	$0	$0	$0
Jaime Garza	Treasurer	002.00	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	$171,313	$137,909	$645,066	$33,404
2023	$107,874	$76,754	$611,692	$31,120
2022	$70,927	$89,246	$579,711	$-18,319
2021	$83,198	$100,003	$601,492	$-16,805
2020	$214,042	$142,142	$613,348	$71,900
2019	$196,810	$198,431	$536,393	$-1,621
2018	$164,152	$83,920	$534,814	$80,232

Scottish Rite Learning Center of South Texas