MASTER WARDENS & MEMBERS OF THE GARDNER MASONIC CHAR & EDUC TRUST (EIN 042590813) - 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

1973

Legal Domicile

Principal Officer

TIM GRIGG

Phone

9786326404

Tax Period

2023-09-01 to 2024-08-31

MASTER WARDENS & MEMBERS OF THE GARDNER MASONIC CHAR & EDUC TRUST, founded in 1973, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $118K exceeded revenue, resulting in a 107% operating deficit.

Mission

TO PROMOTE SYSTEMS OF EDUCATION, OF THE ARTS AND SCIENCES, AND FOR THAT PURPOSE MAINTAIN THE BUILDING FOR FURTHER ACCOMODATION AND PURPOSES OF MASONIC APARTMENTS, LECTURES, RELIGIOUS EXCERCISES, A LIBRARY, AND FOR MASONIC AND OTHER CHARITABLE PURPOSES.

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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 $47,391

Other Revenue $9,498

TOTAL REVENUE $56,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,207

Fundraising Expenses $0

Other Expenses $110,830

TOTAL EXPENSES $118,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,889	$264,591	-0.8%
Expenses	$118,037	$76,887	+0.5%
Net Income	$-61,148	$187,704	-1.3%

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

N/A

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
TIM GRIGG	PRESIDENT	N/A	Officer Director	$0	$0	$0
SEUMAS LIZOTTE	FIRST VP	N/A	Officer Director	$0	$0	$0
JACK MERCER	SECOND VP	N/A	Officer Director	$0	$0	$0
RUSSELL SMITH	TREASURER	N/A	Officer Director	$0	$0	$0
SCOTT TOURFELLOT	SECRETARY	N/A	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	No data	No data	No data	No data
2024	$56,889	$118,037	$1,722,791	$-61,148
2023	$264,591	$76,887	$1,845,355	$187,704
2022	$60,637	$95,252	$1,625,918	$-34,615
2021	$45,698	$84,532	$1,660,533	$-38,834
2020	$48,701	$76,549	$1,466,337	$-27,848
2019	$53,932	$86,710	$1,439,288	$-32,778
2018	$40,668	$69,093	$1,456,656	$-28,425

MASTER WARDENS & MEMBERS OF THE GARDNER MASONIC CHAR & EDUC TRUST