CONNECTICUT FREEMASONS FOUNDATION INC (EIN 020728496) - 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

Principal Officer

PAUL WATSON

Phone

2036795903

Tax Period

2024-03-01 to 2025-02-28

CONNECTICUT FREEMASONS FOUNDATION INC is a small nonprofit in the Education sector that reported $553K in total revenue in fiscal year 2024. Revenue surged 377% from the prior year, signaling strong growth momentum. The organization ran a surplus of $311K, a strong 56% operating margin.

Mission

THE ORGANIZATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTION TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $91,165

Program Service Revenue $0

Investment Income $461,553

Other Revenue $0

TOTAL REVENUE $552,718

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,211

Other Expenses $242,184

TOTAL EXPENSES $242,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$552,718	$115,957	+3.8%
Expenses	$242,184	$191,444	+0.3%
Net Income	$310,534	$-75,487	-5.1%

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

N/A

Volunteers

200

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
GARRET W POST	Director	1.00	Director	$0	$0	$0
RINALDO MAGLIANO	Director	1.00	Director	$0	$0	$0
CHRISTOPHER EARLE	Chairman	1.00	Officer Director	$0	$0	$0
JAMES PURCELL	Director	1.00	Director	$0	$0	$0
SHANE DUFRESNE	Director	1.00	Director	$0	$0	$0
MARSHALL ROBINSON	Director	1.00	Director	$0	$0	$0
JOSEPH PORCO	Director	1.00	Director	$0	$0	$0
EDWARD C PAGE	Director	1.00	Director	$0	$0	$0
PAUL WATSON	Secretary/Treas	1.00	Officer 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
2025	$552,718	$242,184	$2,576,638	$310,534
2024	$115,957	$191,444	$2,266,104	$-75,487
2023	$216,213	$192,673	$2,341,591	$23,540
2022	$278,497	$157,119	$2,318,051	$121,378
2021	$140,620	$183,275	$2,196,673	$-42,655
2020	$224,994	$198,491	$2,239,328	$26,503
2019	$224,923	$179,930	$2,178,671	$44,993

CONNECTICUT FREEMASONS FOUNDATION INC