INTERNATIONAL MASONRY INSTITUTE (EIN 520907999) - 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

1970

Legal Domicile

Principal Officer

CARYN A HALIFAX

Phone

3012912124

Tax Period

2025-01-01 to 2025-12-31

INTERNATIONAL MASONRY INSTITUTE, founded in 1970, is a mid-sized nonprofit that reported $21.4M in total revenue in fiscal year 2025. Expenses of $20.6M left a modest 4% surplus.

Mission

LABOR/ MANAGEMENT TRUST FUND

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $20,479,660

Investment Income $886,146

Other Revenue $-34

TOTAL REVENUE $21,365,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,856,262

Fundraising Expenses $0

Other Expenses $6,701,522

TOTAL EXPENSES $20,557,784

Year-over-Year Comparison

	2025	2024	Change
Revenue	$21,365,772	$20,826,713	+0.0%
Expenses	$20,557,784	$18,516,652	+0.1%
Net Income	$807,988	$2,310,061	-0.7%

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

115

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

$461,301

Total Directors

Key Employees

$1,061,426

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW AQUILINE	TRUSTEE	5.00	Director	$0	$0	$0
JACK ARGILA	TRUSTEE	5.00	Director	$0	$0	$0
ADAM HARRIS	TRUSTEE	5.00	Director	$0	$0	$0
JOHN CAPO	TRUSTEE	5.00	Director	$0	$0	$0
TIM DRISCOLL	CO-CHAIR	5.00	Director	$0	$0	$0
KEITH HOCEVAR	TRUSTEE	5.00	Director	$0	$0	$0
JEREMIAH SULLIVAN JR	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL SCHMERBECK	CO-CHAIR	5.00	Director	$0	$0	$0
DAN KWIATKOWSKI	TRUSTEE	5.00	Director	$0	$0	$0
BRIAN JENNEWEIN	TRUSTEE	5.00	Director	$0	$0	$0
RICHARD LAUBER JR	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL KINATEDER	TRUSTEE	5.00	Director	$0	$0	$0
STEPHEN KNOWLES	TRUSTEE	5.00	Director	$0	$0	$0
JIM O'CONNOR	TRUSTEE	5.00	Director	$0	$0	$0
JOHN TRENDELL	TRUSTEE	5.00	Director	$0	$0	$0
CHARLES RASO	TRUSTEE	5.00	Director	$0	$0	$0
MATTHEW VENTIN	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL VOLPENTESTA	TRUSTEE	5.00	Director	$0	$0	$0
PAUL DUNFORD	FORMER TRUSTEE	5.00	Director	$0	$0	$0
ROBERT HOOVER	FORMER TRUSTEE	5.00	Director	$0	$0	$0
LUPE ALDACO	FORMER TRUSTEE	5.00	Director	$0	$0	$0
CARYN HALIFAX	PRESIDENT	40.00	Officer	$316,750	$144,551	$461,301
ROY INGRAFFIA	NATIONAL DIRECTOR	40.00	Key Emp	$270,913	$127,669	$398,582
CHRIS MORSE	CHIEF OF STAFF	40.00	Key Emp	$246,239	$117,344	$363,583
ALAN FELTOON	DIRECTOR MARKET DEVELOPMEN	40.00	Key Emp	$198,453	$100,808	$299,261
MARK SWANSON	DIRECTOR MARKET DEVELOPMEN	40.00	Highest	$195,537	$101,215	$296,752
SUNUP MATHEW	DIRECTOR MARKET DEVELOPMEN	40.00	Highest	$194,512	$101,229	$295,741
BRIAN TRIMBLE	DIRECTOR MARKET DEVELOPMEN	40.00	Highest	$194,285	$100,500	$294,785
JEFFREY DIQUI	DIRECTOR MARKET DEVELOPMEN	40.00	Highest	$193,473	$99,568	$293,041
SCOTT CONWELL	DIRECTOR MARKET DEVELOPMEN	40.00	Highest	$194,463	$99,422	$293,885

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	$21,365,772	$20,557,784	$33,036,876	$807,988
2024	No data	No data	No data	No data
2023	$20,957,220	$19,172,738	$28,174,006	$1,784,482
2022	$19,306,018	$18,488,920	$26,542,653	$817,098
2021	$19,254,775	$17,509,262	$25,662,049	$1,745,513
2020	$18,348,257	$17,147,666	$24,089,396	$1,200,591
2019	$19,933,733	$18,320,062	$23,010,699	$1,613,671
2018	$20,266,421	$18,148,458	$21,185,109	$2,117,963

INTERNATIONAL MASONRY INSTITUTE