THE OHIO MASONIC HOME

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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

1890

Legal Domicile

Principal Officer

SCOTT BUCHANAN

Phone

9373251531

Tax Period

2024-01-01 to 2024-12-31

THE OHIO MASONIC HOME, founded in 1890, is a mid-sized nonprofit in the Human Services sector that reported $11.8M in total revenue in fiscal year 2024. Expenses of $10.1M left a modest 14% surplus.

Mission

AT THE OHIO MASONIC COMMUNITIES, WE LIVE OUR MASONIC VALUES BY SERVING AS THE TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.

Program Service Accomplishments

Program 1

Expenses: $2,482,296 Revenue: $6,617,200

THE OHIO MASONIC HOME PROVIDED MANAGEMENT SERVICES, STRATEGIC PLANNING, ADMINISTRATIVE SERVICES AND FINANCIAL SUPPORT TO AFFILIATES. THE LONG TERM GOAL IS TO BE A TRUSTED PARTNER TO HELP OUR...

THE OHIO MASONIC HOME PROVIDED MANAGEMENT SERVICES, STRATEGIC PLANNING, ADMINISTRATIVE SERVICES AND FINANCIAL SUPPORT TO AFFILIATES. THE LONG TERM GOAL IS TO BE A TRUSTED PARTNER TO HELP OUR COMMUNITIES THRIVE.

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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 $2,656,294

Program Service Revenue $6,617,200

Investment Income $2,425,499

Other Revenue $68,490

TOTAL REVENUE $11,767,483

Expense Breakdown

Grants Paid $111,287

Salaries & Benefits $4,699,381

Fundraising Expenses $2,945

Program Expenses $2,482,296

Other Expenses $5,263,633

TOTAL EXPENSES $10,074,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,767,483	$11,786,275	0.0%
Expenses	$10,074,301	$9,545,111	+0.1%
Net Income	$1,693,182	$2,241,164	-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

$1,022,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD CONNELLY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
TERRY POSEY	1ST VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
RANDY WILLIAMS	TREASURER	1.00	Officer Director	$0	$0	$0
GARY WILLIAMS MD	SECRETARY - PART YEAR	1.00	Officer Director	$0	$0	$0
KEVIN TODD	2ND VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVEN DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
RONALD HART	TRUSTEE	1.00	Director	$0	$0	$0
JUSTIN HAMMERLING	TRUSTEE	1.00	Director	$0	$0	$0
GARY NICHOLSON MD	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS SCHUCK	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL TERRY	TRUSTEE	1.00	Director	$0	$0	$0
GREG CLATTERBUCK	TRUSTEE	1.00	Director	$0	$0	$0
GERALD PUGH	TRUSTEE	1.00	Director	$0	$0	$0
J KEITH GREEN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HAGER	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH RETTIG	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE HALL MD	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY WHEELAND	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT A BUCHANAN	CHIEF EXECUTIVE OFFICER	48.00	Officer	$313,500	$44,901	$358,401
CARA L SCHUSTER	CHIEF CLINICAL OFFICER	20.00	Officer	$199,553	$47,015	$246,568
STEVEN PETITJEAN	CHIEF OPERATIONS OFFICER	20.00	Officer	$219,999	$7,312	$227,311
BROOKE HERRING	CHIEF FINANCIAL OFFICER	48.00	Officer	$183,462	$6,530	$189,992
ROB LANE	DIRECTOR OF PROCUREMENT	40.00	Highest	$146,807	$21,780	$168,587
JASON ABEREGG	CORPORATE PHYS. PLANT LIFE SAFETY	40.00	Highest	$138,123	$19,612	$157,735
MYRICA DURST	CORPORATE DIRECTOR HUMAN RESOURCES	40.00	Highest	$119,709	$17,057	$136,766
KARA WEIL	REGIONAL DIRECTOR OF CLINICAL SVCS	40.00	Highest	$123,459	$7,048	$130,507

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	$11,767,483	$10,074,301	$139,633,586	$1,693,182
2023	$11,786,275	$9,545,111	$134,064,617	$2,241,164
2022	$10,189,229	$10,611,933	$143,415,171	$-422,704
2021	$9,641,517	$8,760,605	$152,363,585	$880,912
2020	$9,115,307	$10,819,363	$145,198,360	$-1,704,056
2019	$7,334,210	$8,853,001	$141,836,160	$-1,518,791
2018	$10,212,909	$7,641,826	$132,474,971	$2,571,083