CHARITABLE FOUNDATION OF THE GRAND LODGE OF OHIO (EIN 311423358) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

KEITH W NEWTON

Phone

6148855318

Tax Period

2023-09-01 to 2024-08-31

CHARITABLE FOUNDATION OF THE GRAND LODGE OF OHIO, founded in 1964, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $379K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 25% operating margin.

Mission

ACCEPT AND ADMINISTER CHARITABLE CONTRIBUTIONS TO SUPPORT MASONIC CAUSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $163,851

Program Service Revenue $0

Investment Income $214,877

Other Revenue $0

TOTAL REVENUE $378,728

Expense Breakdown

Grants Paid $197,581

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,339

Other Expenses $87,600

TOTAL EXPENSES $285,181

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,728	$314,968	+0.2%
Expenses	$285,181	$250,060	+0.1%
Net Income	$93,547	$64,908	+0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$101,880

Total Directors

$101,880

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MCCANDLISH	PRESIDENT	1.00	Officer Director	$0	$0	$1,000
WAYNE FISCHER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$1,000
KEITH W NEWTON	SECRETARY	2.00	Officer Director	$0	$0	$93,880
STEVEN E COKONOUGHER	TREASURER	2.00	Officer Director	$0	$0	$6,000

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	$378,728	$285,181	$7,603,449	$93,547
2023	$314,968	$250,060	$6,610,731	$64,908
2022	$514,337	$186,883	$6,166,281	$327,454
2021	$352,223	$183,702	$6,939,147	$168,521
2020	$207,576	$221,547	$5,789,575	$-13,971
2019	$417,118	$396,536	$5,182,371	$20,582
2018	$626,689	$326,271	$5,205,215	$300,418

CHARITABLE FOUNDATION OF THE GRAND LODGE OF OHIO