IOWA CITY MASONIC FOUNDATION (EIN 421207496) - 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

1982

Legal Domicile

Principal Officer

JAMES BURR

Phone

3193300830

Tax Period

2023-01-01 to 2023-12-31

IOWA CITY MASONIC FOUNDATION, founded in 1982, is a small nonprofit that reported $378K in total revenue in fiscal year 2023. The organization ran a surplus of $244K, a strong 65% operating margin.

Mission

TO SOLICIT AND MANAGE GIFTS OF MONEY AND/OR PROPERTY FOR THE IOWA CITY MASONIC COMMUNITY TO BE USED FOR CHARITABLE PURPOSES, EDUCATION, COMMUNITY SUPPORT, AND TO ASSIST IN THE EXPENSE OF MAINTAINING THE MASONIC BUILDING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,600

Program Service Revenue $0

Investment Income $334,506

Other Revenue $36,660

TOTAL REVENUE $377,766

Expense Breakdown

Grants Paid $60,700

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,867

TOTAL EXPENSES $133,567

Year-over-Year Comparison

	2023	2022	Change
Revenue	$377,766	$358,075	+0.1%
Expenses	$133,567	$129,314	+0.0%
Net Income	$244,199	$228,761	+0.1%

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

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
HENRY HERWIG	PRESIDENT	4.00	Officer	$0	$0	$0
JOE TIFFANY	1ST VICE PRESIDENT	1.00	Officer	$0	$0	$0
KEITH JONES	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
DANELLE ESSING	SECRETARY	2.00	Officer	$0	$0	$0
JAMES BURR	TREASURER	6.00	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
2024	No data	No data	No data	No data
2023	$377,766	$133,567	$4,838,733	$244,199
2022	$358,075	$129,314	$4,472,793	$228,761
2021	$225,091	$116,356	$4,714,583	$108,735
2021	$248,989	$116,356	$4,714,583	$132,633
2020	$314,806	$71,458	$4,259,881	$243,348
2019	$104,998	$82,049	$2,985,309	$22,949
2018	$320,378	$64,008	$2,963,306	$256,370

IOWA CITY MASONIC FOUNDATION