MASONIC CHARITY FOUNDATION OF NEW MEXICO INC (EIN 850257737) - 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

A DOMINIC LONGORIA

Phone

5052434931

Tax Period

2025-01-01 to 2025-12-31

MASONIC CHARITY FOUNDATION OF NEW MEXICO INC, founded in 1976, is a small nonprofit in the Mutual Benefit sector that reported $436K in total revenue in fiscal year 2025. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $181K, a strong 41% operating margin.

Mission

CHARITY AND NEW MEXICO COMMUNITIES OUTREACH

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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 (2025)

Revenue Breakdown

Contributions & Grants $24,164

Program Service Revenue $47,000

Investment Income $363,420

Other Revenue $1,707

TOTAL REVENUE $436,291

Expense Breakdown

Grants Paid $218,102

Salaries & Benefits $8,211

Fundraising Expenses $0

Program Expenses $255,310

Other Expenses $28,997

TOTAL EXPENSES $255,310

Year-over-Year Comparison

	2025	2024	Change
Revenue	$436,291	$316,334	+0.4%
Expenses	$255,310	$237,239	+0.1%
Net Income	$180,981	$79,095	+1.3%

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

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

$6,181

Total Directors

$6,181

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A DOMINIC LONGORIA	SECRETARY	20.00	Officer Director	$6,181	$0	$6,181
GENE BERRY	MEMBER	N/A	Director	$0	$0	$0
JAMES D COMBS	TREASURER	N/A	Officer Director	$0	$0	$0
MICHAEL J FREITAS	MEMBER	N/A	Director	$0	$0	$0
SAM A KELLEY	MEMBER	N/A	Director	$0	$0	$0
KERRY 'KT' MANIS	MEMBER	N/A	Director	$0	$0	$0
JAMES R OVERFELT	MEMBER	N/A	Director	$0	$0	$0
GARY LEE SCOTT	CHAIRMAN	N/A	Officer Director	$0	$0	$0
PAUL A SMITH	MEMBER	N/A	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	$436,291	$255,310	$4,683,809	$180,981
2024	$316,334	$237,239	$4,288,495	$79,095
2023	$195,464	$156,314	$3,958,938	$39,150
2022	$100,133	$191,661	$3,539,885	$-91,528
2021	$309,109	$110,095	$3,864,839	$199,014
2020	$268,134	$139,536	$3,376,425	$128,598
2019	$137,883	$147,176	$3,235,855	$-9,293
2018	$509,402	$168,456	$3,046,266	$340,946

MASONIC CHARITY FOUNDATION OF NEW MEXICO INC