THE MASONIC AND EASTERN STAR HOME … - Form 990 Financial Data

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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

1903

Legal Domicile

Principal Officer

JESSE VILLARREAL

Phone

3016543172

Tax Period

2023-01-01 to 2023-12-31

THE MASONIC AND EASTERN STAR HOME CHARIT, founded in 1903, is a community nonprofit in the Housing & Shelter sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $4.3M exceeded revenue, resulting in a 77% operating deficit.

Mission

TO PROVIDE FOR THE WELFARE AND CARE OF NEEDY SISTERS OF THE GRAND CHAPTER, OES, AND BROTHERS OF THE GRAND LODGE, FAAM OF THE DISTRICT OF COLUMBIA, THEIR SPOUSES AND DEPENDENT CHILDREN, AND CONTRIBUTE, AS FAR AS POSSIBLE, TO THE CHARITABLE NEEDS OF OTHERS.

Program Service Accomplishments

Program 1

Expenses: $2,287,124 Revenue: $316,300

WE PROVIDED THE NECESSARY FUNDS FOR NURSING HOME CARE, IN-HOME CARE, MEDICAL INSURANCE PAYMENTS, DOCTOR AND DENTIST VISITS, PHARMACY COSTS, COST OF AMBULANCES, FUNERAL EXPENSES, AND IN GENERAL...

WE PROVIDED THE NECESSARY FUNDS FOR NURSING HOME CARE, IN-HOME CARE, MEDICAL INSURANCE PAYMENTS, DOCTOR AND DENTIST VISITS, PHARMACY COSTS, COST OF AMBULANCES, FUNERAL EXPENSES, AND IN GENERAL PROVIDED HUMANITARIAN RELIEF WHENEVER POSSIBLE TO NEEDY MEMBERS OF THE ORDER OF EASTERN STAR-DC AND OF THE GRAND LODGE FAAM-DC.

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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 $1,345,707

Program Service Revenue $0

Investment Income $1,125,087

Other Revenue $-49,420

TOTAL REVENUE $2,421,374

Expense Breakdown

Grants Paid $112,307

Salaries & Benefits $456,579

Fundraising Expenses $57,984

Program Expenses $2,287,124

Other Expenses $3,720,782

TOTAL EXPENSES $4,289,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,421,374	$1,996,797	+0.2%
Expenses	$4,289,668	$2,750,262	+0.6%
Net Income	$-1,868,294	$-753,465	+1.5%

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

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

$143,239

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEAL JARVIS	CHAIRMAN	0.50	Officer Director	$0	$0	$0
CARY COOPER	TREASURER	1.00	Officer Director	$0	$0	$0
MARILYN HAROUTUNIAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE PEREZ	BOARD MEMBER UNTIL 01/23	0.50	Director	$0	$0	$0
DANIEL FINK II	BOARD MEMBER	0.50	Director	$0	$0	$0
SYLVANUS NEWSTEAD	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNDA JO KINDER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH YETTER	BOARD MEMBER	0.50	Director	$0	$0	$0
PRISCILLA BACON	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE VILLARREAL	EXECUTIVE DIRECTOR	32.00	Officer	$139,067	$4,172	$143,239

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	$2,421,374	$4,289,668	$42,432,397	$-1,868,294
2022	$1,996,797	$2,750,262	$39,541,788	$-753,465
2021	$4,119,971	$1,999,282	$48,977,390	$2,120,689
2020	$2,090,900	$2,082,500	$43,708,210	$8,400
2019	$2,589,258	$1,907,865	$41,290,873	$681,393
2018	$2,658,869	$1,714,073	$36,634,884	$944,796

THE MASONIC AND EASTERN STAR HOME CHARIT