FALMOUTH MASONIC TRUST

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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

1982

Legal Domicile

Principal Officer

JAMES R FRANKLIN

Phone

5085405386

Tax Period

2024-09-01 to 2025-08-31

FALMOUTH MASONIC TRUST, founded in 1982, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. The organization ran a surplus of $75K, a strong 52% operating margin.

Mission

THE ORGANIZATION IS A FRATERNAL SOCIETY. IT PROVIDES CHARITABLE FUNDS TO PROMOTE THE IDEALS OF THE ORGANIZATION, AS WELL AS PROVIDE SCHOLARSHIPS TO LOCAL AREA HIGH SCHOOL STUDENTS.

Program Service Accomplishments

Program 1

Expenses: $50,676

PROVIDE CHARITABLE FUNDS TO PROMOTE THE IDEALS OF THE ORGANIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $350

Program Service Revenue $0

Investment Income $52,456

Other Revenue $90,599

TOTAL REVENUE $143,405

Expense Breakdown

Grants Paid $11,736

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,676

Other Expenses $56,951

TOTAL EXPENSES $68,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$143,405	$135,383	+0.1%
Expenses	$68,687	$96,504	-0.3%
Net Income	$74,718	$38,879	+0.9%

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

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
RUSSELL ROBBINS	PRESIDENT	005.00	Officer Director	$0	$0	$0
JAMES FRANKLIN	TREASURER	005.00	Officer Director	$0	$0	$0
ERIC HUSEBO	SECRETARY	001.00	Director	$0	$0	$0
PETER YAZZIE	TRUSTEE	001.00	Director	$0	$0	$0
DANIEL PIGOTT	TRUSTEE	001.00	Director	$0	$0	$0
JAMES MORSE	TRUSTEE	001.00	Director	$0	$0	$0
MICHAEL BAILOW	TRUSTEE	001.00	Director	$0	$0	$0
RALPH BARTLETT	TRUSTEE	001.00	Director	$0	$0	$0
JERAMIE HAMMOND	TRUSTEE	001.00	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	$143,405	$68,687	$2,760,868	$74,718
2024	$135,383	$96,504	$2,457,790	$38,879
2023	$102,257	$65,121	$2,107,503	$37,136
2022	$124,964	$74,460	$1,858,749	$50,504
2021	$142,231	$84,717	$2,156,067	$57,514
2020	$104,624	$78,916	$1,781,403	$25,708
2019	$116,282	$156,373	$1,484,931	$-40,091