MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC (EIN 560529956) - 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

1912

Legal Domicile

Principal Officer

NIKKI STAFFORD

Phone

3362990031

Tax Period

2023-01-01 to 2023-12-31

MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC, founded in 1912, is a mid-sized nonprofit in the Human Services sector that reported $20.4M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $24.1M exceeded revenue, resulting in a 18% operating deficit.

Mission

AS A RETIREMENT COMMUNITY LEADER SINCE 1912, MASONIC AND EASTERN STAR HOME OF NC IS DEVOTED TO EXCELLENCE IN HOSPITALITY WITH TRADITIONAL VALUES PROMOTING FRATERNAL SERVICE, DIGNITY, DEPENDABILITY, AND CHOICE.

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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 $2,315,448

Program Service Revenue $17,361,539

Investment Income $322,608

Other Revenue $391,254

TOTAL REVENUE $20,390,849

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,748,001

Fundraising Expenses $33,877

Program Expenses $15,564,132

Other Expenses $13,368,149

TOTAL EXPENSES $24,116,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,390,849	$16,230,809	+0.3%
Expenses	$24,116,150	$18,125,410	+0.3%
Net Income	$-3,725,301	$-1,894,601	+1.0%

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

422

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

$135,644

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE JERNIGAN	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DON KEHLER	DIRECTOR	1.00	Director	$0	$0	$0
JOEY TRANSOU	DIRECTOR	5.00	Director	$0	$0	$0
JERRY RANDY BROWNING III	DIRECTOR	1.00	Director	$0	$0	$0
BRYANT WEBSTER	DIRECTOR	5.00	Director	$0	$0	$0
TOMMY MILLS JR	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD JOHNSON II	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SAWYER	DIRECTOR	1.00	Director	$0	$0	$0
RONALD HENSLEY	DIRECTOR	1.00	Director	$0	$0	$0
BETTY JO YOMMER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
LINDA BURRIS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HYATT	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
LINDA BONNER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT RIDEOUT	DIRECTOR	1.00	Director	$0	$0	$0
RICK PATTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BRAMIGK	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN FRAZIER	DIRECTOR	1.00	Director	$0	$0	$0
AMY JO HOTH	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA NIKKI STAFFORD	DIRECTOR OF FINANCIAL SERV	40.00	Officer	$127,282	$8,362	$135,644
MARIE DUNN	DIRECTOR OF MARKETING	40.00	Highest	$149,335	$7,712	$157,047
DEBORAH BRYANT	RESIDENCY COUNSELOR	40.00	Highest	$116,599	$6,750	$123,349

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	$20,390,849	$24,116,150	$134,382,790	$-3,725,301
2022	$16,230,809	$18,125,410	$141,338,808	$-1,894,601
2021	$15,654,772	$16,532,799	$138,321,577	$-878,027
2020	$19,599,279	$17,952,674	$136,954,901	$1,646,605
2019	$20,736,599	$18,043,959	$59,527,056	$2,692,640
2018	$18,646,651	$18,449,493	$55,768,807	$197,158

MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC