CALIFORNIA MASONIC FOUNDATION

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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

1969

Legal Domicile

Principal Officer

DOUGLAS D ISMAIL

Phone

4157767000

Tax Period

2023-11-01 to 2024-10-31

CALIFORNIA MASONIC FOUNDATION, founded in 1969, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $670K, a strong 17% operating margin.

Mission

THE CALIFORNIA MASONIC FOUNDATION'S MISSION IS TO APPLY MASONIC PRINCIPLES IN SUPPORT OF EDUCATION, LEADERSHIP, AND COMMUNITIES THROUGH SEVERAL IMPORTANT PROGRAMS THAT TOUCH THE LIVES OF THOUSANDS EACH YEAR.

Program Service Accomplishments

Program 1

Expenses: $364,821

DISTRESSED WORTHY BROTHER FUND WAS CREATED BY MASONIC HOMES TO PROVIDE CRITICAL RELIEF TO MASONS AND THEIR FAMILIES.

Program 2

Expenses: $311,750

ANNUAL COLLEGE SCHOLARSHIP HELPS MAKE THE DREAM OF COLLEGE A REALITY FOR HUNDREDS OF TOMORROW'S LEADERS.

Program 3

Expenses: $303,646

MASONIC EDUCATION LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION...

MASONIC EDUCATION LEADERSHIP TRAINING (MELT) DEVELOPS FUTURE MASONIC LEADERS AND ENRICHES MASONIC EDUCATION THROUGH SPONSORSHIP OF THE WARDENS LEADERSHIP RETREATS, LODGE MANAGEMENT CERTIFICATION PROGRAM AND ENHANCED EDUCATION OPPORTUNITIES. THE FOUNDATION UNDERWRITES A GREAT PORTION OF THE PROGRAM EXPENSES EACH YEAR.

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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 $1,039,911

Program Service Revenue $0

Investment Income $2,951,119

Other Revenue $7,906

TOTAL REVENUE $3,998,936

Expense Breakdown

Grants Paid $1,989,603

Salaries & Benefits $701,482

Fundraising Expenses $243,962

Program Expenses $2,679,989

Other Expenses $638,091

TOTAL EXPENSES $3,329,176

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,998,936	$1,619,049	+1.5%
Expenses	$3,329,176	$3,546,390	-0.1%
Net Income	$669,760	$-1,927,341	-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

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

$2,085,546

Total Directors

$274,902

Key Employees

$377,583

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER SMITH	CTO AND TRUSTEE	0.53	Officer Director	$0	$41,812	$274,902
MICHAEL D THIBODEAUX	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
MARK J MCNEE	VICE CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
THOMAS T ALBERS THRU 1024	TRUSTEE	1.00	Officer Director	$0	$0	$0
PAUL B BAZERKANIAN	TRUSTEE	1.00	Director	$0	$0	$0
WALTER J CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
CARLOS MANUEL DIEZ JR	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER HERWEGH	TRUSTEE	1.00	Director	$0	$0	$0
ARA MALOYAN THRU 1024	TRUSTEE	1.00	Director	$0	$0	$0
MARK E PRESSEY	TRUSTEE	1.00	Director	$0	$0	$0
RALPH C SHELTON II	TRUSTEE	1.00	Director	$0	$0	$0
ALEXANDER J TEODORO	TRUSTEE	1.00	Director	$0	$0	$0
ARTHUR HAROLD WEISS	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN L WONG	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS D ISMAIL	PRESIDENT/CHIEF PHILANTHROPY OFFICER	10.12	Officer	$335,058	$48,186	$383,244
ALLAN L CASALOU	GRAND SECRETARY	4.45	Officer	$0	$51,453	$466,665
CAROL R HUNTER	CHIEF FINANCIAL OFFICER	1.48	Officer	$0	$37,145	$364,106
ANDREW CAMERON	GENERAL COUNSEL	2.71	Officer	$0	$56,641	$296,182
ANDREW R UEHLING	CHIEF HUMAN RESOURCES OFFICER	0.34	Officer	$0	$29,417	$300,447
CHARLES P CROSS	TREASURER	1.00	Officer	$0	$0	$0
CANDLER GIBSON	DIRECTOR OF MASONIC PHILANTHROPY	10.12	Key Emp	$160,473	$41,269	$201,742
GREGORY CHERRY	DIRECTOR OF MASONIC PHILANTHROPY	2.49	Key Emp	$155,971	$19,870	$175,841
DENISE AVILA	SENIOR MANAGER OF THE ANNUAL FUND	10.12	Highest	$118,247	$25,256	$143,503

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	$3,998,936	$3,329,176	$46,019,821	$669,760
2023	$1,619,049	$3,546,390	$40,260,183	$-1,927,341
2022	$5,019,859	$2,732,327	$40,519,240	$2,287,532
2021	$4,696,928	$3,542,917	$48,503,177	$1,154,011
2020	$2,159,802	$2,489,197	$40,719,571	$-329,395
2019	$3,421,474	$2,752,758	$39,770,370	$668,716
2018	$6,154,926	$4,228,721	$37,212,721	$1,926,205