SCOTTISH RITE FOUNDATION OF COLORADO (EIN 846034299) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

SCOTT A BATES

Phone

3038612410

Tax Period

2024-01-01 to 2024-12-31

SCOTTISH RITE FOUNDATION OF COLORADO, founded in 1953, is a community nonprofit in the Mutual Benefit sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $529K, a strong 26% operating margin.

Mission

PREVENTION AND TREATMENT OF CHILDHOOD LANGUAGE DISORDERS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $200,333

Program Service Revenue $0

Investment Income $1,797,432

Other Revenue $32,319

TOTAL REVENUE $2,030,084

Expense Breakdown

Grants Paid $1,088,335

Salaries & Benefits $113,107

Fundraising Expenses $32,301

Program Expenses $1,147,755

Other Expenses $289,547

TOTAL EXPENSES $1,500,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,030,084	$1,417,937	+0.4%
Expenses	$1,500,669	$1,292,581	+0.2%
Net Income	$529,415	$125,356	+3.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
RICHARD G FROHLICK	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT W GREGORY	TRUSTEE	2.00	Director	$0	$0	$0
JOHN W GROVES	VP & TRUSTEE	2.00	Officer Director	$0	$0	$0
KARL J HINKLE	PRESIDENT	2.00	Officer Director	$0	$0	$0
THOMAS R MAGNUSON	TRUSTEE	2.00	Director	$0	$0	$0
JOE MAGOFFIN	TRUSTEE	2.00	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	$2,030,084	$1,500,669	$36,732,159	$529,415
2023	$1,417,937	$1,292,581	$34,468,541	$125,356
2022	$950,607	$1,867,593	$32,113,607	$-916,986
2021	$2,276,777	$1,538,338	$37,704,186	$738,439
2020	$592,617	$1,854,062	$34,736,166	$-1,261,445
2019	$9,733,211	$1,711,897	$33,870,049	$8,021,314
2018	$2,102,083	$1,639,462	$22,604,332	$462,621

SCOTTISH RITE FOUNDATION OF COLORADO