SCOTTISH RITE FOUNDATION OF UTAH (EIN 870489597) - 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

1991

Legal Domicile

Principal Officer

Lon E Tibbitts

Phone

8013632936

Tax Period

2022-01-01 to 2022-12-31

SCOTTISH RITE FOUNDATION OF UTAH, founded in 1991, is a small nonprofit in the Human Services sector that reported $247K in total revenue in fiscal year 2022. The organization ran a surplus of $56K, a strong 23% operating margin.

Mission

The mission of the Organiatin is to help children become more successful in their home and school settings by empowering them to reach their full educational and social potential. We do this by bringing together educators and parents to focus on language/learning challenges of young children through the programs provided by the Children's Learning Center.

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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 (2022)

Revenue Breakdown

Contributions & Grants $245,763

Program Service Revenue $0

Investment Income $1,509

Other Revenue $0

TOTAL REVENUE $247,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,938

Fundraising Expenses $11,581

Program Expenses $171,668

Other Expenses $90,451

TOTAL EXPENSES $191,389

Year-over-Year Comparison

	2022	2021	Change
Revenue	$247,272	$236,845	+0.0%
Expenses	$191,389	$236,521	-0.2%
Net Income	$55,883	$324	+171.5%

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

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

$40,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Woodard	Executive Dir.	40.00	Officer	$40,000	$0	$40,000
Frank C Baker	Chairman	1.00	Officer Director	$0	$0	$0
Glen A Cook	Trustee	1.00	Director	$0	$0	$0
John C Liley Jr	Vice Chairman	1.00	Officer Director	$0	$0	$0
Allen Record	Treasurer	1.00	Officer Director	$0	$0	$0
Lon E Tibbitts	Grand Secretary	1.00	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
2022	$247,272	$191,389	$149,960	$55,883
2021	$236,845	$236,521	$94,077	$324
2020	$252,329	$243,744	$93,753	$8,585
2019	$311,245	$266,887	$89,023	$44,358
2018	$244,953	$277,171	$52,693	$-32,218

SCOTTISH RITE FOUNDATION OF UTAH