OXFORD MASONIC FOUNDATION INC (EIN 471504196) - 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

2014

Legal Domicile

Principal Officer

DALE SMITH

Phone

5135235815

Tax Period

2019-01-01 to 2019-12-31

OXFORD MASONIC FOUNDATION INC, founded in 2014, is a micro nonprofit in the Education sector that reported $60K in total revenue in fiscal year 2019. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $58K, a strong 96% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO PERFORM THE CHARITABLE FUNCTIONS OF THE OXFORD MASONIC TEMPLE ASSOCIATION, INC. THE PURPOSE WILL BE CARRIED OUT BY MEANS OF EDUCATIONAL SCHOLARSHIPS AS WELL AS DONATIONS MADE TO OTHER CHARITABLE ORGANIZATIONS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $630

Program Service Revenue $0

Investment Income $59,497

Other Revenue $0

TOTAL REVENUE $60,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,110

TOTAL EXPENSES $2,110

Year-over-Year Comparison

	2019	2018	Change
Revenue	$60,127	$67,696	-0.1%
Expenses	$2,110	$9,205	-0.8%
Net Income	$58,017	$58,491	0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRYNT CAMPBELL	TRUSTEE	0.25	Director	$0	$0	$0
RUSSELL VIEBROOKS JR	SECRETARY	0.75	Officer Director	$0	$0	$0
WILLIAM FOSTER JR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JASON POWELL	TRUSTEE	0.25	Director	$0	$0	$0
BOBB SHACK	TRUSTEE	0.25	Director	$0	$0	$0
DALE SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
DARRELL E SMITH	TRUSTEE	0.25	Director	$0	$0	$0
LYNN SMITH	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD VIEBROOKS	TRUSTEE	0.25	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
2019	$60,127	$2,110	$1,524,701	$58,017
2018	$67,696	$9,205	$1,311,202	$58,491

OXFORD MASONIC FOUNDATION INC