THE OREGON SCOTTISH RITE EDUCATION FOUNDATION INC (EIN 936024129) - 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

1960

Legal Domicile

Principal Officer

ECKHARD GAZOW

Phone

5032267827

Tax Period

2024-01-01 to 2024-12-31

THE OREGON SCOTTISH RITE EDUCATION FOUNDATION INC, founded in 1960, is a community nonprofit in the Mutual Benefit sector that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 1136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 94% operating margin.

Mission

TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.

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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 $1,902,056

Program Service Revenue $0

Investment Income $165,859

Other Revenue $13,448

TOTAL REVENUE $2,081,363

Expense Breakdown

Grants Paid $69,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,500

Other Expenses $55,254

TOTAL EXPENSES $124,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,081,363	$168,357	+11.4%
Expenses	$124,254	$103,389	+0.2%
Net Income	$1,957,109	$64,968	+29.1%

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
NICK JONES	DIRECTOR	1.00	Director	$0	$0	$0
MEL LAMBERT	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES ADAMS	VICE PRESIDE	1.00	Officer	$0	$0	$0
TED BALESTRERI	PRESIDENT	1.00	Officer	$0	$0	$0
ECKHARD GAZOW	TREASURER	1.00	Officer	$0	$0	$0
JAMES LAMB	SECRETARY	1.00	Officer	$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	$2,081,363	$124,254	$3,030,251	$1,957,109
2023	$168,357	$103,389	$982,108	$64,968
2022	$53,329	$68,669	$826,935	$-15,340
2021	$114,555	$34,488	$984,996	$80,067
2020	$56,089	$57,073	$877,416	$-984
2019	$70,033	$82,334	$830,140	$-12,301
2018	$93,235	$70,323	$771,657	$22,912

THE OREGON SCOTTISH RITE EDUCATION FOUNDATION INC