MASONIC HOME AND SCHOOL OF TEXAS (EIN 751528075) - 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

1976

Legal Domicile

Principal Officer

SHANNON DAVIS

Phone

8175031500

Tax Period

2024-07-01 to 2025-06-30

MASONIC HOME AND SCHOOL OF TEXAS, founded in 1976, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2024. Expenses of $5.2M left a modest 8% surplus.

Mission

THE ORGANIZATION PROVIDES ASSISTANCE FOR QUALIFYING CHILDREN AND FAMILIES THROUGH THIRD PARTY PROVIDERS AND PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE FOR QUALIFIED APPLICANTS THROUGH THIRD PARTY PROVIDERS.

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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 $829,104

Program Service Revenue $139,902

Investment Income $3,399,657

Other Revenue $1,317,479

TOTAL REVENUE $5,686,142

Expense Breakdown

Grants Paid $2,772,892

Salaries & Benefits $910,162

Fundraising Expenses $277,445

Program Expenses $4,172,433

Other Expenses $1,526,160

TOTAL EXPENSES $5,209,214

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,686,142	$5,920,280	0.0%
Expenses	$5,209,214	$5,363,639	0.0%
Net Income	$476,928	$556,641	-0.1%

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

3245

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

$338,624

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM SERFASS	CFO/CIO	40.00	Officer	$180,948	$15,768	$196,716
SHANNON DAVIS	EXECUTIVE DI	40.00	Officer	$121,387	$20,521	$141,908
KEN CURRY	DIRECTOR	5.00	Director	$0	$0	$0
JOHN DENSON	TREASURER/DI	5.00	Officer Director	$0	$0	$0
ZACHARY HASTON	PRESIDENT/DI	5.00	Officer Director	$0	$0	$0
BRADLEY KOHANKE	VP/DIRECTOR	5.00	Officer Director	$0	$0	$0
GREGORY WRIGHT	SECRETARY/DI	5.00	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	$5,686,142	$5,209,214	$156,567,259	$476,928
2024	$5,920,280	$5,363,639	$143,438,602	$556,641
2023	$5,366,442	$4,856,667	$133,030,967	$509,775
2022	$4,517,021	$4,205,928	$122,826,906	$311,093
2021	$6,614,187	$4,060,162	$139,852,445	$2,554,025
2020	$3,676,822	$4,004,359	$118,637,666	$-327,537
2019	$5,792,561	$4,058,834	$113,348,138	$1,733,727
2018	$7,276,180	$4,076,603	$108,214,742	$3,199,577

MASONIC HOME AND SCHOOL OF TEXAS