Masonic Service Association (EIN 530204605) - 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

1919

Legal Domicile

Principal Officer

Craig L Davis PGM

Phone

3192065411

Tax Period

2023-01-01 to 2023-12-31

Masonic Service Association, founded in 1919, is a small nonprofit in the Community Improvement sector that reported $711K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $203K, a strong 28% operating margin.

Mission

Service of Mankind through education and enlightenment, financial relief and Masonic visitation, ministering to, comforting, and relieving the members of the Fraternity and their dependents.

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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 $650,284

Program Service Revenue $0

Investment Income $68,762

Other Revenue $-8,452

TOTAL REVENUE $710,594

Expense Breakdown

Grants Paid $253,954

Salaries & Benefits $65,801

Fundraising Expenses $20,455

Program Expenses $451,962

Other Expenses $188,332

TOTAL EXPENSES $508,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$710,594	$655,934	+0.1%
Expenses	$508,087	$777,285	-0.3%
Net Income	$202,507	$-121,351	-2.7%

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

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

$13,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Earl J Washburn	Executive Commissioner	1.50	Director	$0	$0	$0
James H Kendall	Executive Commissioner	1.50	Director	$0	$0	$0
Clayton J Borne III	Executive Commissioner	1.50	Director	$0	$0	$0
Barry D Weer	Executive Secretary	1.50	Director	$0	$0	$0
Lanny R Sander	Executive Commission Chair	1.50	Director	$0	$0	$0
Thomas Gamon IV	Executive Commissioner	1.50	Director	$0	$0	$0
Jess N Raines	Executive Commissioner	1.50	Director	$0	$0	$0
Stuart A Wright	Executive Commissioner	1.50	Director	$0	$0	$0
Marc C David	Executive Commissioner	1.50	Director	$0	$0	$0
Craig L Davis	Administrator	20.00	Officer	$13,296	$0	$13,296

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	$710,594	$508,087	$1,971,114	$202,507
2022	$655,934	$777,285	$1,700,395	$-121,351
2021	$697,011	$696,057	$2,075,599	$954
2020	$631,254	$473,066	$1,986,933	$158,188
2019	$707,229	$784,269	$1,772,979	$-77,040
2018	$1,712,126	$1,979,395	$1,731,304	$-267,269

Masonic Service Association