SCOTTISH RITE BODIES BAKERSFIELD (EIN 951567516) - 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

1940

Legal Domicile

Principal Officer

GERRY T MATEO

Phone

6613235234

Tax Period

2024-01-01 to 2024-12-31

SCOTTISH RITE BODIES BAKERSFIELD, founded in 1940, is a small nonprofit that reported $215K in total revenue in fiscal year 2024. Revenue surged 208% from the prior year, signaling strong growth momentum. The organization ran a surplus of $68K, a strong 32% operating margin.

Mission

MASONIC ORGANIZATION

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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 $14,453

Program Service Revenue $0

Investment Income $200,901

Other Revenue $0

TOTAL REVENUE $215,354

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,101

Fundraising Expenses $0

Other Expenses $112,883

TOTAL EXPENSES $146,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,354	$69,814	+2.1%
Expenses	$146,984	$111,013	+0.3%
Net Income	$68,370	$-41,199	-2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GERRY T MATEO	Secretary	10.00	Director	$0	$0	$0
CHARLES CUNNINGHAM	Treasurer	2.00	Director	$0	$0	$0
RON PRESTON	PERSONAL REP	0.00	Director	$0	$0	$0
JOHN HOFFMAN	MEMBER	0.00	Director	$0	$0	$0
ZALDY DAMAZO	ASST TREASURER	0.00	Director	$0	$0	$0
TOM MCKINNEY	MEMBER	0.00	Director	$0	$0	$0
DARIO MARTINEZ	MEMBER	0.00	Director	$0	$0	$0
DON STEPHENS	MEMBER	0.00	Director	$0	$0	$0
CLINTON BEAR	ALMONER	0.00	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	$215,354	$146,984	$5,981,610	$68,370
2023	$69,814	$111,013	$5,730,464	$-41,199
2022	$138,962	$126,536	$5,241,177	$12,426
2021	$439,996	$190,442	$5,838,654	$249,554
2020	$193,007	$159,246	$6,072,105	$33,761
2019	$318,780	$197,351	$6,046,156	$121,429
2018	$169,342	$199,807	$6,188,756	$-30,465

SCOTTISH RITE BODIES BAKERSFIELD