PEORIA SCOTTISH RITE WILLIAM MCDAN… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

William Shaner

Phone

3096764472

Tax Period

2024-07-01 to 2025-06-30

PEORIA SCOTTISH RITE WILLIAM MCDANIELS ALMONER FOUNDATION INC, founded in 1990, is a micro nonprofit in the Human Services sector that reported $33K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 43% operating margin.

Mission

To provide and dispense charity to worthy and indigent Scottish Rite Masons, their widows and orphans, and other persons and organizations

Program Service Accomplishments

Program 1

Expenses: $12,890 Revenue: $0

Provided monetary charitable relief to Scottish Rite Masons and other charitable organizations

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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 $1,090

Program Service Revenue $0

Investment Income $31,372

Other Revenue $500

TOTAL REVENUE $32,962

Expense Breakdown

Grants Paid $12,890

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,890

Other Expenses $5,745

TOTAL EXPENSES $18,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,962	$28,786	+0.1%
Expenses	$18,635	$6,502	+1.9%
Net Income	$14,327	$22,284	-0.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nick Natale	Director	0.1	Director	$0	$0	$0
David Crew	Director	0.1	Director	$0	$0	$0
William Shaner	President	0.1	Officer	$0	$0	$0
Alan Gideonsen	Vice President	0.1	Officer	$0	$0	$0
Scott Umland	Secretary	0.2	Officer	$0	$0	$0
Donald Edwards	Treasurer	0.2	Officer	$0	$0	$0
Randy Vawter	Almoner	0.3	Key Emp	$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
2026	No data	No data	No data	No data
2025	$32,962	$18,635	$602,210	$14,327
2024	$28,786	$6,502	$551,503	$22,284
2022	$136,821	$14,845	$380,767	$121,976

PEORIA SCOTTISH RITE WILLIAM MCDANIELS ALMONER FOUNDATION INC