PERPETUAL LIFE MEMBERSHIP PLAN FUND INC (EIN 481131547) - 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

1992

Legal Domicile

Principal Officer

TRACY L BLOOM

Phone

7852345518

Tax Period

2024-04-01 to 2025-03-31

PERPETUAL LIFE MEMBERSHIP PLAN FUND INC, founded in 1992, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $282K, a strong 61% operating margin.

Mission

FRATERNAL ORDER OF MASONS

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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 $36,510

Program Service Revenue $0

Investment Income $426,674

Other Revenue $0

TOTAL REVENUE $463,184

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $180,862

TOTAL EXPENSES $180,862

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,184	$275,439	+0.7%
Expenses	$180,862	$157,557	+0.1%
Net Income	$282,322	$117,882	+1.4%

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

$86,863

Total Directors

$86,863

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COLE PRESLEY	TREASURER	1.00	Officer Director	$0	$0	$0
TRACY L BLOOM	SECRETARY	1.00	Officer Director	$0	$15,443	$86,863
LOREN JAMES RALSTON III	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK STEPHENSON	MEMBER	1.00	Director	$0	$0	$0
WAYNE DRAKE	MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER COLLINS	MEMBER	1.00	Director	$0	$0	$0
RICHARD RYAN	MEMBER	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	$463,184	$180,862	$4,900,144	$282,322
2024	$275,439	$157,557	$4,463,142	$117,882
2023	$181,538	$151,177	$3,912,941	$30,361
2022	$438,832	$150,082	$4,088,884	$288,750
2021	$62,338	$143,757	$3,591,093	$-81,419
2018	$174,165	$145,324	$2,997,706	$28,841

PERPETUAL LIFE MEMBERSHIP PLAN FUND INC