DAYTON MASONIC FOUNDATION (EIN 311385609) - 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

1993

Legal Domicile

Principal Officer

RONALD CONNELLY

Phone

9372241011

Tax Period

2024-08-01 to 2025-07-31

DAYTON MASONIC FOUNDATION, founded in 1993, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 360% from the prior year, signaling strong growth momentum. The organization ran a surplus of $960K, a strong 87% operating margin.

Mission

HISTORICAL SITE PRESERVATION, CHARITABLE CONTRIBUTIONS, COLLEGE SCHOLARSHIP AWARDS AND PATRIOTIC ACTIVITIES.

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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 $980,143

Program Service Revenue $0

Investment Income $117,342

Other Revenue $0

TOTAL REVENUE $1,097,485

Expense Breakdown

Grants Paid $24,000

Salaries & Benefits $0

Fundraising Expenses $63,064

Program Expenses $24,763

Other Expenses $113,984

TOTAL EXPENSES $137,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,097,485	$238,439	+3.6%
Expenses	$137,984	$489,451	-0.7%
Net Income	$959,501	$-251,012	-4.8%

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

$42,822

Total Directors

$42,822

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES M WILLIAMSON	CHAIRMAN	4.00	Officer Director	$0	$0	$0
J RANDOLPH CLARK	SECRETARY	4.00	Officer Director	$0	$0	$42,822
RONALD L CONNELLY	PRESIDENT	4.00	Officer Director	$0	$0	$0
JOHN E RHODES JR	TREASURER	4.00	Officer Director	$0	$0	$0
THOMAS A ROUTSONG	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS M BAGGOTT	TRUSTEE	1.00	Director	$0	$0	$0
STANLEY T BENNER	TRUSTEE	1.00	Director	$0	$0	$0
GARY NICHOLSON	TRUSTEE	1.00	Director	$0	$0	$0
PHILLIP L PARKER	TRUSTEE	1.00	Director	$0	$0	$0
C MICHAEL WATSON	TRUSTEE	1.00	Director	$0	$0	$0
PAUL A WEGLAGE	TRUSTEE	1.00	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	$1,097,485	$137,984	$7,959,367	$959,501
2024	$238,439	$489,451	$6,653,303	$-251,012
2023	$495,046	$284,015	$6,248,977	$211,031
2022	$5,014,364	$284,305	$5,998,705	$4,730,059
2021	$150,614	$73,278	$1,210,883	$77,336
2020	$345,212	$213,713	$1,104,062	$131,499
2019	$946,860	$1,753,107	$1,247,173	$-806,247

DAYTON MASONIC FOUNDATION