MASONIC SCHOLARSHIP ENDOWMENT TRUST OF WV (EIN 556039223) - 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

1968

Legal Domicile

Phone

3043487271

Tax Period

2025-01-01 to 2025-12-31

MASONIC SCHOLARSHIP ENDOWMENT TRUST OF WV, founded in 1968, is a small nonprofit that reported $343K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209K, a strong 61% operating margin.

Mission

TO ANNUALLY PROVIDE FINANCIAL SCHOLARSHIPS TO STUDENTS ATTENDING MARSHALL UNIVERSITY AND WEST VIRGINIA UNIVERSITY.

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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 $2,781

Program Service Revenue $0

Investment Income $339,864

Other Revenue $0

TOTAL REVENUE $342,645

Expense Breakdown

Grants Paid $106,128

Salaries & Benefits $24,749

Fundraising Expenses $0

Program Expenses $118,503

Other Expenses $2,519

TOTAL EXPENSES $133,396

Year-over-Year Comparison

	2025	2024	Change
Revenue	$342,645	$276,390	+0.2%
Expenses	$133,396	$212,237	-0.4%
Net Income	$209,249	$64,153	+2.3%

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

N/A

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
N/A	TRUSTEE	1.0		$24,749	$0	$24,749

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	$342,645	$133,396	$5,651,787	$209,249
2024	$276,390	$212,237	$5,453,697	$64,153
2023	$154,188	$144,174	$5,353,667	$10,014
2022	$44,282	$135,111	$5,352,361	$-90,829
2021	$505,278	$139,200	$5,419,206	$366,078
2020	$353,507	$144,529	$5,065,068	$208,978
2018	$235,753	$78,233	$4,888,431	$157,520

MASONIC SCHOLARSHIP ENDOWMENT TRUST OF WV