HOUSTON SCOTTISH RITE LEARNING CENTER FOUNDATION (EIN 813125071) - 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

2017

Legal Domicile

Principal Officer

Rick Townsend

Phone

7134161766

Tax Period

2025-01-01 to 2025-12-31

HOUSTON SCOTTISH RITE LEARNING CENTER FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $300K in total revenue in fiscal year 2025. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $237K, a strong 79% operating margin.

Mission

Manage investment accounts and make grants to Houston Scottish Rite Learning Center

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $299,966

Other Revenue $0

TOTAL REVENUE $299,966

Expense Breakdown

Grants Paid $63,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,000

Other Expenses $0

TOTAL EXPENSES $63,000

Year-over-Year Comparison

	2025	2024	Change
Revenue	$299,966	$208,617	+0.4%
Expenses	$63,000	$66,000	0.0%
Net Income	$236,966	$142,617	+0.7%

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

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	Role	Reportable Comp	Other Comp	Total
Benny Hernandez	Director	Director	$0	$0	$0
Michael Sevilla	Director	Director	$0	$0	$0
Michael Phillipus	Secretary	Officer	$0	$0	$0
Rick Townsend	Treasurer	Officer	$0	$0	$0
Joe Messa	President	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
2025	$299,966	$63,000	$2,084,546	$236,966
2024	$208,617	$66,000	$1,847,580	$142,617
2023	$56,258	$67,000	$1,704,963	$-10,742
2022	$44,816	$73,000	$1,529,588	$-28,184
2021	$101,026	$85,000	$1,917,210	$16,026
2020	$63,982	$40,000	$1,799,750	$23,982

HOUSTON SCOTTISH RITE LEARNING CENTER FOUNDATION