The Masonic Fund Society

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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

1849

Legal Domicile

Phone

4129311996

Tax Period

2024-01-01 to 2024-12-31

The Masonic Fund Society, founded in 1849, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $249K, a strong 18% operating margin.

Mission

Fraternal Organization To promote, maintain and perpetuate the high ideals and traditions of Freemasonry and establish and maintain permanent meeting places

Program Service Accomplishments

Program 1

To promote, maintain and perpetuate the high ideals and traditions of Freemasonry and establish and maintain permanent meeting places for Masons & Masonic groups

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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 $0

Program Service Revenue $0

Investment Income $265,458

Other Revenue $1,136,154

TOTAL REVENUE $1,401,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $307,402

Fundraising Expenses $0

Other Expenses $845,605

TOTAL EXPENSES $1,153,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,401,612	$1,319,845	+0.1%
Expenses	$1,153,007	$1,025,630	+0.1%
Net Income	$248,605	$294,215	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Pancari	President	20.00	Officer	$0	$0	$0
Brian Meedor	Vice President	20.00	Officer	$0	$0	$0
Brian Foley	Secretary	20.00	Officer	$0	$0	$0
Jonathan Sweet	Treasurer	20.00	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	No data	No data	No data	No data
2024	$1,401,612	$1,153,007	$7,821,157	$248,605
2023	$1,319,845	$1,025,630	$7,770,736	$294,215
2022	$551,126	$1,009,630	$7,513,788	$-458,504
2021	$1,100,170	$897,554	$8,044,558	$202,616
2020	$941,480	$978,275	$7,875,588	$-36,795