The Masonic Charities of Florida Inc (EIN 593271856) - 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

1994

Legal Domicile

Principal Officer

Jeffrey S Foster

Phone

9043542339

Tax Period

2024-04-01 to 2025-03-31

The Masonic Charities of Florida Inc, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $519K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $142K, a strong 27% operating margin.

Mission

To support various programs including the Child ID Program, Scholarship Program, Disaster Relief Program,and Masonic Home of Florida.

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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 $7,000

Program Service Revenue $514,565

Investment Income $-2,356

Other Revenue $0

TOTAL REVENUE $519,209

Expense Breakdown

Grants Paid $351,012

Salaries & Benefits $0

Fundraising Expenses $25,724

Program Expenses $351,012

Other Expenses $25,724

TOTAL EXPENSES $376,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,209	$590,591	-0.1%
Expenses	$376,736	$87,398	+3.3%
Net Income	$142,473	$503,193	-0.7%

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

1700

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
Taleb T Atala	Grand Master	1.00	Officer Director	$0	$0	$0
Frederick R Wendling	Sr Grand Warden	1.00	Officer Director	$0	$0	$0
Richard E Lynn	Grand Treasurer	1.00	Officer Director	$0	$0	$0
Haskell R Vest Jr	Dep Grand Mstr	1.00	Officer Director	$0	$0	$0
Robert W Estell	Jr Grand Warden	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	$519,209	$376,736	$1,699,250	$142,473
2024	$590,591	$87,398	$1,556,777	$503,193
2023	$349,306	$332,437	$1,053,584	$16,869
2022	$198,387	$92,480	$1,036,715	$105,907
2021	$176,821	$35,020	$930,808	$141,801
2020	$183,090	$94,335	$789,088	$88,755
2019	$147,016	$111,194	$700,348	$35,822

The Masonic Charities of Florida Inc