SAN JOSE SCOTTISH RITE FOUNDATION (EIN 942541623) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

GREGG A HALL

Phone

4089787483

Tax Period

2023-01-01 to 2023-12-31

SAN JOSE SCOTTISH RITE FOUNDATION, founded in 1978, is a small nonprofit that reported $632K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $880K exceeded revenue, resulting in a 39% operating deficit.

Mission

LANGUAGE DISORDERS CENTER: DIAGNOSIS AND TREATMENT OF APHASIA AND DYSLEXIA. TREATMENT IS PROVIDED ON A NO-COST BASIS AND IS LONG-TERM IN NATURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $385,916

Program Service Revenue $0

Investment Income $59,074

Other Revenue $187,456

TOTAL REVENUE $632,446

Expense Breakdown

Grants Paid $41,500

Salaries & Benefits $220,866

Fundraising Expenses $0

Program Expenses $407,198

Other Expenses $617,544

TOTAL EXPENSES $879,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$632,446	$748,848	-0.2%
Expenses	$879,910	$789,000	+0.1%
Net Income	$-247,464	$-40,152	+5.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$77,354

Total Directors

$77,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGG A HALL	Secretary	20.00	Officer Director	$76,674	$0	$76,674
KENNETH G NAGEL	President	2.00	Officer Director	$680	$0	$680
JOE CAMPBELL	Treasurer	1.00	Officer Director	$0	$0	$0
JOHN ABSALON	Director	1.00	Director	$0	$0	$0
ART PASQUINELLI	Director	1.00	Director	$0	$0	$0
EDDIE HERMANO	Director	1.00	Director	$0	$0	$0
H BUD RAMSEY	Director	1.00	Director	$0	$0	$0
NARESH RAMPERSHAD	VENERABLE MASTE	1.00	Director	$0	$0	$0
TIMOTHY LYNCH	WISE MASTER	1.00	Director	$0	$0	$0
DAVID KAMPSCHAFER	COMMANDER	1.00	Director	$0	$0	$0
RICHARD FISHER	MASTER KADOSH	1.00	Director	$0	$0	$0
BRANDON DUENAS	Director	1.00	Director	$0	$0	$0
SEAN PATRICK	Director	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	$632,446	$879,910	$6,791,924	$-247,464
2022	$748,848	$789,000	$6,694,184	$-40,152
2021	$1,358,992	$839,307	$7,532,113	$519,685
2020	$508,233	$468,827	$6,782,644	$39,406
2018	$45,586	$501,961	$7,057,559	$-456,375

SAN JOSE SCOTTISH RITE FOUNDATION