SCOTTISH RITE PEER COUNCIL CHARITABLE FOUNDATION S J (EIN 832280405) - 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

2018

Legal Domicile

Principal Officer

Marvine Walters

Tax Period

2024-01-01 to 2024-12-31

Mission

To support all efforts toward uplifting those individuals who are less fortunate. Most siginificant activity was a fundraiser with the selling of raffle tickets.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $10

TOTAL EXPENSES $1,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$1	-1.0%
Expenses	$1,010	$250	+3.0%
Net Income	N/A	$-249	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Malvern Walters	President/Director	002.00	Officer Director	$0	$0	$0
David Anderson	Vice President	002.00	Officer Director	$0	$0	$0
William T Hill	Secretary	002.00	Officer Director	$0	$0	$0
Eddie Parks	Treasurer	002.00	Officer Director	$0	$0	$0
Arnett Jones	Trustee	002.00	Officer 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	$1,010	$3,974	No data
2023	$1	$250	$4,984	$-249
2022	$1,788	$708	$5,233	$1,080
2021	$5,663	$4,500	$4,153	$1,163
2020	$1,650	No data	$2,990	No data
2019	$4,990	$2,000	$2,990	$2,990

SCOTTISH RITE PEER COUNCIL CHARITABLE FOUNDATION S J