Tucson Scottish Rite Cathedral Foundation (EIN 860919066) - 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

1998

Legal Domicile

Principal Officer

Robyn E Settlemeyer

Phone

5206228364

Tax Period

2024-01-01 to 2024-12-31

Tucson Scottish Rite Cathedral Foundation, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $222K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 23% operating margin.

Mission

Maintain and preserve a masonic lodge building constructed in 1911 and listed on the Federal register of historic buildings. The work is done by volunteers and when necessary, local commercial firms. This activity is supported by donations, grants and related activities.

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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 $14,350

Program Service Revenue $0

Investment Income $160,963

Other Revenue $46,533

TOTAL REVENUE $221,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,583

Other Expenses $171,583

TOTAL EXPENSES $171,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$221,846	$158,513	+0.4%
Expenses	$171,583	$138,050	+0.2%
Net Income	$50,263	$20,463	+1.5%

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
Donald E Lowry	Director	1.00	Director	$0	$0	$0
Benjamin J Pronneke	Director	1.00	Director	$0	$0	$0
Robyn E Settlemeyer	President	5.00	Officer Director	$0	$0	$0
Gerald H Lankin	Treasurer	5.00	Officer Director	$0	$0	$0
Jeffrey R Horton	Secretary	10.00	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	$221,846	$171,583	$2,919,548	$50,263
2023	$158,513	$138,050	$2,823,220	$20,463
2022	$99,826	$277,663	$2,795,939	$-177,837
2021	$1,442,588	$134,352	$2,977,357	$1,308,236
2020	$139,846	$118,672	$1,670,226	$21,174
2019	$215,667	$146,016	$1,639,643	$69,651
2018	$119,770	$159,408	$1,569,486	$-39,638

Tucson Scottish Rite Cathedral Foundation