Free and Accepted Masons Southern California 529 (EIN 237159042) - 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

Formation Year

1922

Legal Domicile

Principal Officer

Steve Barbusa

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Southern California 529, founded in 1922, is a micro nonprofit that reported $95K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $89K left a modest 6% surplus.

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.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $1,889

Program Service Revenue $32,581

Investment Income $59,594

Other Revenue $1,018

TOTAL REVENUE $95,082

Expense Breakdown

Grants Paid $8,100

Salaries & Benefits $18,406

Fundraising Expenses $0

Other Expenses $62,623

TOTAL EXPENSES $89,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,082	$85,020	+0.1%
Expenses	$89,129	$92,436	0.0%
Net Income	$5,953	$-7,416	-1.8%

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

231

Independent Members

227

Employees

Volunteers

238

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

$14,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jesse Alunan	Secretary	6.00	Officer	$9,213	$0	$9,213
Nicholas Mitchell	Treasurer	6.00	Officer	$4,800	$0	$4,800
Josefino Ambray Jr	Junior Warden	4.00	Officer	$0	$0	$0
Steve Barbusa	Master	4.00	Officer	$0	$0	$0
Alex Mancao	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
2024	No data	No data	No data	No data
2023	$95,082	$89,129	$983,528	$5,953
2022	$85,020	$92,436	$994,137	$-7,416
2021	$90,971	$67,328	$1,084,095	$23,643
2020	$73,118	$58,650	$985,889	$14,468
2019	$56,428	$80,942	$994,343	$-24,514
2018	$57,623	$97,486	$949,699	$-39,863

Free and Accepted Masons Southern California 529