St Andrews Society of San Francisco (EIN 941553354) - 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

1964

Legal Domicile

Principal Officer

Ian A MacDoanld

Phone

4158856644

Tax Period

2023-01-01 to 2023-12-31

St Andrews Society of San Francisco, founded in 1964, is a small nonprofit that reported $119K in total revenue in fiscal year 2023. Expenses of $183K exceeded revenue, resulting in a 54% operating deficit.

Mission

The Society joins men and women of Scottish birth and those of the same heritage in a bond of culture and benevolent purpose.

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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 $8,149

Program Service Revenue $39,987

Investment Income $8,065

Other Revenue $62,630

TOTAL REVENUE $118,831

Expense Breakdown

Grants Paid $31,540

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $136,920

Other Expenses $151,644

TOTAL EXPENSES $183,184

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,831	$115,062	+0.0%
Expenses	$183,184	$185,203	0.0%
Net Income	$-64,353	$-70,141	-0.1%

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
Bruce C Macmillian	Trustee	1.00	Director	$0	$0	$0
Ian A MacDonald	Chairman	1.00	Officer Director	$0	$0	$0
Sebastian Taveau	Trustee	1.00	Director	$0	$0	$0
Jean MacDonald Allen	Trustee	1.00	Director	$0	$0	$0
Charlotte Rawa	Trustee	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
2024	No data	No data	No data	No data
2023	$118,831	$183,184	$1,719,356	$-64,353
2022	$115,062	$185,203	$1,636,695	$-70,141
2021	$95,894	$189,458	$1,955,244	$-93,564
2020	$49,641	$129,997	$1,852,728	$-80,356
2019	$135,016	$220,523	$1,777,649	$-85,507
2018	$114,573	$181,719	$1,668,227	$-67,146

St Andrews Society of San Francisco