CALIFORNIA SCOTTISH RITE FOUNDATION

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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

1958

Legal Domicile

Principal Officer

ARTHUR L SALAZAR

Phone

7145477325

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA SCOTTISH RITE FOUNDATION, founded in 1958, is a community nonprofit in the Education sector that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $5.1M left a modest 12% surplus.

Mission

THE MISSION OF THE CALIFORNIA SCOTTISH RITE FOUNDATION (CSRF) IS DEDICATED TO SUPPORT AND ASSIST THE CHILDREN IN CALIFORNIA TO DEVELOP THEIR FULL POTENTIAL BY PROVIDING CHILDHOOD LANGUAGE SERVICES, SCHOLARSHIPS AND OTHER CHARITABLE PROGRAMS. CSRF SUPPORTS STUDENT AND PROFESSIONAL EDUCATION AND TRAINING IN PREVENTION AND TREATMENT OF CHILDHOOD LANGUAGE DISORDERS.

Program Service Accomplishments

Program 1

Expenses: $3,296,445

THE FOUNDATION OPERATES 19 CHILDHOOD LANGUAGE CENTERS THROUGHOUT THE STATE OF CALIFORNIA WHICH PROVIDED 30,782 HOURS OF ASSESSMENT AND TREATMENT DURING FISCAL YEAR ENDED JUNE 2025 TO AN AVERAGE...

THE FOUNDATION OPERATES 19 CHILDHOOD LANGUAGE CENTERS THROUGHOUT THE STATE OF CALIFORNIA WHICH PROVIDED 30,782 HOURS OF ASSESSMENT AND TREATMENT DURING FISCAL YEAR ENDED JUNE 2025 TO AN AVERAGE MONTHLY CASELOAD OF 478 CHILDREN.

Program 2

Expenses: $158,000

THE FOUNDATION AWARDS SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE COLLEGE STUDENTS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICATIONS CONSIDERING THE FOLLOWING FINANCIAL NEED, ANTICIPATED COLLEGE...

THE FOUNDATION AWARDS SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE COLLEGE STUDENTS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICATIONS CONSIDERING THE FOLLOWING FINANCIAL NEED, ANTICIPATED COLLEGE EXPENSES, ACADEMIC ACHIEVEMENT, APPLICANT GOALS, INVOLVEMENT IN EXTRACURRICULAR ACTIVITIES, WORK HISTORY AND LETTERS OF RECOMMENDATION. DURING FISCAL YEAR ENDED JUNE 2025, 62 SCHOLARSHIPS WERE AWARDED.

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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 $1,798,855

Program Service Revenue $0

Investment Income $4,026,737

Other Revenue $-25,884

TOTAL REVENUE $5,799,708

Expense Breakdown

Grants Paid $173,919

Salaries & Benefits $2,047,562

Fundraising Expenses $0

Program Expenses $3,454,445

Other Expenses $2,885,503

TOTAL EXPENSES $5,106,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,799,708	$5,311,508	+0.1%
Expenses	$5,106,984	$4,467,324	+0.1%
Net Income	$692,724	$844,184	-0.2%

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

149

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

$329,748

Total Directors

$225,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARTHUR L SALAZAR	PRESIDENT & CHAIRMAN	40.00	Officer Director	$225,000	$0	$225,000
RALPH C SHELTON	VICE PRESIDENT & SECRETARY	1.00	Officer Director	$0	$0	$0
FULGENCIO QUIMPO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAL TANDOC	DIRECTOR	1.00	Director	$0	$0	$0
ROLF HAAS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD A FONSECA	DIRECTOR	1.00	Director	$0	$0	$0
ROGER MOORE	DIRECTOR	1.00	Director	$0	$0	$0
JOE CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO DIAZ	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS BROWN	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RONALD RITTER	DIRECTOR	1.00	Director	$0	$0	$0
RONALD PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN DAZA-RITCHIE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID F BEAN	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD MANOUKIAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
RONALD DRAKE	DIRECTOR	1.00	Director	$0	$0	$0
JOSE RAUL CIFUENTES	DIRECTOR	1.00	Director	$0	$0	$0
BARRY MCKINLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROY POOL	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE LISELL	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES P CROSS	CFO & TREASURER	40.00	Officer	$104,748	$0	$104,748

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
2025	$5,799,708	$5,106,984	$64,451,931	$692,724
2024	$5,311,508	$4,467,324	$60,828,007	$844,184
2023	$4,844,888	$3,741,309	$55,445,970	$1,103,579
2022	$9,616,477	$4,050,987	$53,092,201	$5,565,490
2021	$3,960,922	$3,540,353	$59,722,633	$420,569
2020	$2,886,840	$4,072,170	$48,473,488	$-1,185,330
2019	$4,438,527	$4,185,821	$50,565,194	$252,706