Michigan Masonic Charitable Foundation (EIN 383266089) - 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

1996

Legal Domicile

Principal Officer

Robert P Conley

Phone

9894633141

Tax Period

2024-04-01 to 2025-03-31

Michigan Masonic Charitable Foundation, founded in 1996, is a community nonprofit in the Youth Development sector that reported $3.3M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $21.9M exceeded revenue, resulting in a 560% operating deficit.

Mission

To invest in programs and services to make life better for Michigan Masons, their families, and their communities.

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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 $921,495

Program Service Revenue $386

Investment Income $2,396,734

Other Revenue $0

TOTAL REVENUE $3,318,615

Expense Breakdown

Grants Paid $19,384,493

Salaries & Benefits $434,759

Fundraising Expenses $527,501

Program Expenses $19,672,200

Other Expenses $2,078,548

TOTAL EXPENSES $21,897,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,318,615	$4,071,711	-0.2%
Expenses	$21,897,800	$11,641,192	+0.9%
Net Income	$-18,579,185	$-7,569,481	+1.5%

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

$170,218

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jan Cross	President	0.25	Officer Director	$0	$0	$0
Blair Schadler	Vice President	0.25	Officer Director	$0	$0	$0
William Finkel	Secretary	0.25	Officer Director	$0	$0	$0
Eugene Abbaticchio	Chairman	0.25	Officer Director	$0	$0	$0
William J Sauget	Trustee	0.25	Director	$0	$0	$0
Todd Schmitz	Trustee	0.25	Director	$0	$0	$0
Kevin Perry	Trustee	0.25	Director	$0	$0	$0
Caroline Ambrose	Trustee	0.25	Director	$0	$0	$0
William Wagner	Trustee	0.25	Director	$0	$0	$0
James Huff	Trustee	0.25	Director	$0	$0	$0
Larry Inscho	Treasurer	0.25	Officer Director	$0	$0	$0
Mike Roberts	Trustee	0.25	Director	$0	$0	$0
Robert P Conley	System CEO	1.00	Officer	$17,022	$0	$170,218

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	$3,318,615	$21,897,800	$137,133,465	$-18,579,185
2024	$4,071,711	$11,641,192	$145,098,250	$-7,569,481
2023	$12,183,044	$12,139,965	$121,819,574	$43,079
2022	$8,370,394	$9,390,605	$137,066,665	$-1,020,211
2021	$7,401,821	$7,567,268	$132,707,955	$-165,447
2020	$8,790,576	$8,046,007	$113,247,016	$744,569
2019	$8,909,054	$8,863,648	$126,626,194	$45,406
2018	$8,915,613	$8,799,212	$130,910,652	$116,401

Michigan Masonic Charitable Foundation