MASONIC BROTHERHOOD FOUNDATION INC (EIN 237286593) - 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

1972

Legal Domicile

Principal Officer

JEFFREY WILLIAMSON

Phone

2127414500

Tax Period

2024-06-01 to 2025-05-31

MASONIC BROTHERHOOD FOUNDATION INC, founded in 1972, is a community nonprofit in the Mutual Benefit sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 68% operating margin.

Mission

TO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO VARIOUS PROGRAMS

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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 $493,862

Program Service Revenue $0

Investment Income $1,219,939

Other Revenue $0

TOTAL REVENUE $1,713,801

Expense Breakdown

Grants Paid $167,251

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $546,378

Other Expenses $379,127

TOTAL EXPENSES $546,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,713,801	$1,522,778	+0.1%
Expenses	$546,378	$665,237	-0.2%
Net Income	$1,167,423	$857,541	+0.4%

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
WILLIAM THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
CARL FITJE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
GORDON WHITING	DIRECTOR	1.00	Director	$0	$0	$0
VINCENT LIBONE	DIRECTOR	1.00	Director	$0	$0	$0
CARL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KESSLER	VICE PRESIDENT	1.00	Director	$0	$0	$0
JEFFREY M WILLIAMSON	PRESIDENT	1.00	Officer	$0	$0	$0
MARINO CESARINI	TREASURER	1.00	Officer	$0	$0	$0
RICHARD T SCHULZ	SECRETARY	1.00	Officer	$0	$0	$0
STEPHEN S KING	DIRECTOR	1.00	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
2025	$1,713,801	$546,378	$22,525,669	$1,167,423
2024	$1,522,778	$665,237	$22,042,735	$857,541
2023	$1,625,518	$838,265	$17,938,463	$787,253
2022	$1,677,227	$384,064	$18,740,230	$1,293,163
2021	$1,133,558	$523,275	$17,229,835	$610,283
2020	$986,659	$609,037	$13,474,896	$377,622
2019	$1,487,057	$726,498	$12,222,231	$760,559
2018	$1,270,341	$691,779	$11,758,138	$578,562

MASONIC BROTHERHOOD FOUNDATION INC