Scottish Rite Properties Of Santa … - 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

1931

Phone

8059656100

Tax Period

2023-01-01 to 2023-12-31

Scottish Rite Properties Of Santa Barbara Inc, founded in 1931, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 36% operating margin.

Mission

Fraternal Charitable and Educational Activities with Other Affiliated Scottish Rite Organizations of Santa Barbara

Program Service Accomplishments

Program 1

Fraternal Charitable and Educational Activities with Other Affiliated Scottish Rite Organizations of Santa Barbara

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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 $0

Program Service Revenue $0

Investment Income $171,946

Other Revenue $0

TOTAL REVENUE $171,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $109,926

TOTAL EXPENSES $109,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,946	$100,244	+0.7%
Expenses	$109,926	$80,657	+0.4%
Net Income	$62,020	$19,587	+2.2%

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

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
Hon Paul S Main	Treasurer	1.00	Officer	$0	$0	$0
JC Knapp	Vice President	1.00	Officer	$0	$0	$0
Maurice Sourmany	President	1.00	Officer	$0	$0	$0
Floyd Griffin	Secretary	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$171,946	$109,926	$2,586,523	$62,020
2022	$100,244	$80,657	$2,524,503	$19,587
2021	$224,781	$78,008	$2,504,916	$146,773
2020	$36,140	$53,454	$2,358,143	$-17,314
2019	$116,364	$63,171	$2,375,457	$53,193
2018	$207,416	$57,487	$2,322,264	$149,929

Scottish Rite Properties Of Santa Barbara Inc