SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION (EIN 850437846) - 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

2015

Legal Domicile

Principal Officer

JEFFREY A ASSAD

Phone

5059824414

Tax Period

2023-01-01 to 2023-12-31

SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION, founded in 2015, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $34K in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. Expenses of $57K exceeded revenue, resulting in a 68% operating deficit.

Mission

THE SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION PROTECTS, PRESERVES, MAINTAINS, RESTORES, AND DEVELOPS THE SANTA FE SCOTTISH RITE TEMPLE AS A CITY, STATE, AND NATIONAL HISTORICAL LANDMARK, AN EDUCATIONAL AND CULTURAL RESOURCE FOR FREEMASONRY, AND A COMMUNITY CENTER AVAILABLE TO THE PUBLIC FOR ARTS, CULTURE AND EDUCATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,817

Program Service Revenue $13,918

Investment Income $9,393

Other Revenue $0

TOTAL REVENUE $34,128

Expense Breakdown

Grants Paid $44,969

Salaries & Benefits $0

Fundraising Expenses $9,188

Program Expenses $48,126

Other Expenses $12,345

TOTAL EXPENSES $57,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,128	$18,062	+0.9%
Expenses	$57,314	$35,236	+0.6%
Net Income	$-23,186	$-17,174	+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

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
JOHN ADAMS	SECRETARY	30.00	Officer Director	$0	$0	$0
WESLEY D THORNTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
JAMES IRICK	CHAIRMAN	10.00	Officer Director	$0	$0	$0
MARK S OLDKNOW	DIRECTOR	5.00	Director	$0	$0	$0
DAVID MILLIS	DIRECTOR	5.00	Director	$0	$0	$0
JAMES COMBS	DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY A ASSAD	TREASURER	10.00	Officer Director	$0	$0	$0
GARRY SCOTT	DIRECTOR	5.00	Director	$0	$0	$0
DOUGLAS OTTERSBERG	DIRECTOR	5.00	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	No data	No data	No data	No data
2023	$34,128	$57,314	$455,015	$-23,186
2022	$18,062	$35,236	$455,000	$-17,174
2021	$27,708	$20,260	$515,649	$7,448

SANTA FE SCOTTISH RITE TEMPLE HISTORICAL PRESERVATION FOUNDATION