SAN BERNARDINO SCOTTISH RITE BLDG … - Form 990 Financial Data

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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

1974

Legal Domicile

Tax Period

2020-01-01 to 2020-12-31

SAN BERNARDINO SCOTTISH RITE BLDG ASSSOC, founded in 1974, is a micro nonprofit that reported $69K in total revenue in fiscal year 2020. Revenue decreased 14% compared to the prior year. Expenses of $103K exceeded revenue, resulting in a 49% operating deficit.

Mission

HOLDING TITLE TO REAL PROPERTY, COLLECTING INCOME, AND REMITTING NET INCOME TO AN EXEMPT ORGANIZATION

Program Service Accomplishments

Program 1

Expenses: $103,302

COLLECTING RENT AND MAINTAINING REAL PROPERTY ON BEHALF OF EXEMPT ORGANIZATIONS

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,000

Program Service Revenue $58,869

Investment Income $5,388

Other Revenue $0

TOTAL REVENUE $69,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,070

Fundraising Expenses $0

Program Expenses $103,302

Other Expenses $76,232

TOTAL EXPENSES $103,302

Year-over-Year Comparison

	2020	2019	Change
Revenue	$69,257	$80,839	-0.1%
Expenses	$103,302	$111,297	-0.1%
Net Income	$-34,045	$-30,458	+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

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
BENNY CROYLE	MEMBER	1.00	Officer	$0	$0	$0
DENNIS WARD	MEMBER	1.00	Officer	$0	$0	$0
JOHN STONEKING	MEMBER	1.00	Officer	$0	$0	$0
JOHN NOLAN	MEMBER	1.00	Officer	$0	$0	$0
LEE WHELAN	MEMBER	1.00	Officer	$0	$0	$0
RICHARD HARLAN	SECRETARY	5.00	Officer	$0	$0	$0
STEPHEN L ALDRETE	PRESIDENT	5.00	Officer	$0	$0	$0
DUSTIN MURPHY	TREASURER	5.00	Officer	$0	$0	$0
PAUL WEAMIRE	MEMBER	1.00	Officer	$0	$0	$0
RICKY WARD	MEMBER	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
2020	$69,257	$103,302	$545,346	$-34,045
2019	$80,839	$111,297	$579,139	$-30,458
2018	$80,180	$105,818	$609,521	$-25,638

SAN BERNARDINO SCOTTISH RITE BLDG ASSSOC