Masonic Temple Association of Phoenix (EIN 860169935) - 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

2006

Legal Domicile

Principal Officer

Cory Whalin

Phone

6022580678

Tax Period

2025-01-01 to 2025-12-31

Masonic Temple Association of Phoenix, founded in 2006, is a small nonprofit that reported $111K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. Expenses of $136K exceeded revenue, resulting in a 23% operating deficit.

Mission

Fraternal Organization

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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 $0

Program Service Revenue $0

Investment Income $917

Other Revenue $109,790

TOTAL REVENUE $110,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $891

Fundraising Expenses $0

Other Expenses $135,299

TOTAL EXPENSES $136,190

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,707	$132,343	-0.2%
Expenses	$136,190	$137,843	0.0%
Net Income	$-25,483	$-5,500	+3.6%

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

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
Susann Holland	Treasurer	4.00	Officer Director	$0	$0	$0
Cory Whalin	President	5.00	Officer Director	$0	$0	$0
Bryce Wester	Secretary	1.00	Officer Director	$0	$0	$0
Vic Olson	Vice President - Special Projects	1.00	Officer Director	$0	$0	$0
Martie MacKidd	Assistant Secretary	1.00	Officer Director	$0	$0	$0
Robert Buchanan III	Vice President - Centennial Event	1.00	Officer Director	$0	$0	$0
Jim Rolle III	Director	1.00	Director	$0	$0	$0
Susan Warren	Director	1.00	Director	$0	$0	$0
Jason Holbrook	Director	1.00	Director	$0	$0	$0
Matt H Robbins	Director	1.00	Director	$0	$0	$0
Gene Miller	Director	1.00	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	$110,707	$136,190	$474,820	$-25,483
2024	$132,343	$137,843	$500,535	$-5,500
2023	No data	No data	No data	No data
2022	$88,161	$123,220	$537,935	$-35,059
2021	$87,599	$113,204	$573,751	$-25,605
2020	$65,347	$104,116	$598,890	$-38,769
2019	$75,864	$104,436	$638,111	$-28,572
2018	$77,942	$105,423	$665,627	$-27,481

Masonic Temple Association of Phoenix