Masonic Home Endowment Fund Inc (EIN 592740213) - 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

1986

Legal Domicile

Phone

9043542339

Tax Period

2024-04-01 to 2025-03-31

Masonic Home Endowment Fund Inc, founded in 1986, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $758K, a strong 21% operating margin.

Mission

To provide funds for skilled care and a congregative living facility for the elderly.

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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 (2024)

Revenue Breakdown

Contributions & Grants $542,437

Program Service Revenue $0

Investment Income $2,777,496

Other Revenue $216,316

TOTAL REVENUE $3,536,249

Expense Breakdown

Grants Paid $2,777,496

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,777,496

Other Expenses $481

TOTAL EXPENSES $2,777,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,536,249	$3,979,221	-0.1%
Expenses	$2,777,977	$2,348,844	+0.2%
Net Income	$758,272	$1,630,377	-0.5%

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

N/A

Volunteers

100

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
Frederick R Wendling	Sr Grand Warden	1.00	Officer Director	$0	$0	$0
Taleb T Atala	Grand Master	1.00	Officer Director	$0	$0	$0
Haskell R Vest Jr	Dep Grand Mastr	1.00	Officer Director	$0	$0	$0
Robert W Estell	Jr Grand Warden	1.00	Officer Director	$0	$0	$0
Richard E Lynn	Grand Treasurer	1.00	Officer Director	$0	$0	$0
Jeffrey S Foster	Grand Secretary	1.00	Officer Director	$0	$0	$0

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	$3,536,249	$2,777,977	$38,997,231	$758,272
2024	$3,979,221	$2,348,844	$39,233,195	$1,630,377
2023	$4,061,657	$2,090,970	$33,310,777	$1,970,687
2022	$2,842,133	$1,767,658	$33,087,502	$1,074,475
2021	$1,911,096	$1,078,421	$31,754,916	$832,675
2020	$3,349,260	$1,615,537	$30,341,724	$1,733,723
2019	$2,410,140	$1,624,393	$29,049,664	$785,747

Masonic Home Endowment Fund Inc