MASONIC HOME AND SCHOOL OF TEXAS

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND FAMILIES OF TEXAS.

Program Service Accomplishments

Program 1

Expenses: $2,164,420

MASONIC HOME AND SCHOOL OF TEXAS PROVIDES NEEDY AND QUALIFIED CHILDREN WHO RESIDE IN TEXAS WITH INFORMATION, REFERRAL, AND/OR FINANCIAL SUPPORT FOR CHILDREN'S SERVICES. NEARLY 1,300 CHILDREN WERE...

MASONIC HOME AND SCHOOL OF TEXAS PROVIDES NEEDY AND QUALIFIED CHILDREN WHO RESIDE IN TEXAS WITH INFORMATION, REFERRAL, AND/OR FINANCIAL SUPPORT FOR CHILDREN'S SERVICES. NEARLY 1,300 CHILDREN WERE ASSISTED DURING THE 2024-2025 YEAR.

Program 2

Expenses: $581,698 Revenue: $139,902

MASONIC HOME AND SCHOOL OF TEXAS PROVIDES FINANCIAL SUPPORT FOR THE CARE AND MAINTENANCE OF QUALIFIED APPLICANTS TO THIRD PARTY PROVIDERS INCLUDING, BUT NOT LIMITED TO, THE TEXAS MASONIC RETIREMENT CENTER (TMRC) IN ARLINGTON, TEXAS. THE ORGANIZATION FINANCIALLY SUPPORTED 5-6 WIDOWS AT TMRC DURING THE YEAR.

Program 3

Expenses: $695,294

MASONIC HOME AND SCHOOL OF TEXAS PARTNERS WITH CHILD STUDY CENTER IN FORT WORTH, TX AND THE UNIVERSITY OF HOUSTON, CLEAR LAKE, TO PROVIDE A FREE PARENT AUTISM TRAINING PROGRAM. EXPERTS AT THE CENTER PROVIDE PARENTS WITH VALUABLE TOOLS AND TECHNIQUES TO HELP THEIR CHILD LEARN NEW SKILLS DURING THIS TWO WEEK INTENSIVE PROGRAM. ALTHOUGH IT IS NOT A CURE FOR AUTISM, THE PROGRAM ADDRESSES SIGNIFICANT CHALLENGES CHILDREN WITH THE DISEASE FACE. FAMILIES HAVE SEEN A DRASTIC REDUCTION IN THEIR MOST CHALLENGING BEHAVIORS AFTER LEAVING THE CENTER. THROUGH OUR PARTNERSHIP, WE ARE HELPING FAMILIES LIVE BETTER LIVES DURING THE 2024-2025 YEAR, THE ORGANIZATION ASSISTED 263 FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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