Free and Accepted Masons of CA Fellowship 668 (EIN 237108149) - 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

1928

Legal Domicile

Principal Officer

Thomas Elliot

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons of CA Fellowship 668, founded in 1928, is a micro nonprofit that reported $23K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $43K exceeded revenue, resulting in a 87% operating deficit.

Mission

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

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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 $244

Program Service Revenue $16,604

Investment Income $6,362

Other Revenue $0

TOTAL REVENUE $23,210

Expense Breakdown

Grants Paid $23,216

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,238

TOTAL EXPENSES $43,454

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,210	$19,148	+0.2%
Expenses	$43,454	$18,724	+1.3%
Net Income	$-20,244	$424	-48.7%

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
Robert Montee	Treasurer	6.00	Officer	$0	$0	$0
John Turnbull	Secretary	6.00	Officer	$0	$0	$0
Hani Gabriel	Junior Warden	4.00	Officer	$0	$0	$0
Thomas Elliot	Master	4.00	Officer	$0	$0	$0
Mark Elliott	Senior Warden	4.00	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
2023	$23,210	$43,454	$833,527	$-20,244
2022	$19,148	$18,724	$848,488	$424
2021	$27,946	$22,167	$868,405	$5,779
2020	$15,436	$25,292	$856,727	$-9,856
2019	$21,731	$26,947	$865,428	$-5,216
2018	$29,279	$34,331	$867,761	$-5,052

Free and Accepted Masons of CA Fellowship 668