NEW MEXICO SCOTTISH RITE FOUNDATION (EIN 850374164) - 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

1989

Legal Domicile

Principal Officer

DAVID LAWSON

Phone

5058436492

Tax Period

2020-01-01 to 2020-12-31

NEW MEXICO SCOTTISH RITE FOUNDATION, founded in 1989, is a micro nonprofit that reported $26K in total revenue in fiscal year 2020. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $64K exceeded revenue, resulting in a 143% operating deficit.

Mission

CHILDHOOD LANGUAGE DISORDERS TREATMENT

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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 (2020)

Revenue Breakdown

Contributions & Grants $16,268

Program Service Revenue $0

Investment Income $9,913

Other Revenue $0

TOTAL REVENUE $26,181

Expense Breakdown

Grants Paid $47,599

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,528

Other Expenses $15,929

TOTAL EXPENSES $63,528

Year-over-Year Comparison

	2020	2019	Change
Revenue	$26,181	$44,909	-0.4%
Expenses	$63,528	$100,344	-0.4%
Net Income	$-37,347	$-55,435	-0.3%

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

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
DAVID LAWSON	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK DANIELS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DON WALLIN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
BOYD WOOD	DIRECTOR	1.00	Director	$0	$0	$0
KALITH SMITH	DIRECTOR	1.00	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
2020	$26,181	$63,528	$1,316,346	$-37,347
2019	$44,909	$100,344	$1,269,876	$-55,435
2018	$17,264	$59,191	$1,164,535	$-41,927

NEW MEXICO SCOTTISH RITE FOUNDATION