WASHINGTON MASONIC CHARITIES

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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

MEGAN FERLAND

Phone

2534422505

Tax Period

2024-05-01 to 2025-04-30

WASHINGTON MASONIC CHARITIES, founded in 1994, is a small nonprofit in the Housing & Shelter sector that reported $639K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 145% operating deficit.

Mission

OUR MISSION IS TO ASSIST MASONS AND OTHERS IN NEED, FOCUSING ON AGING IN PLACE AND SECURING RESOURCES FOR BASIC ESSENTIALS; INVESTING IN YOUTH AND EDUCATION, BOOSTING THEIR ABILITY TO ACHIEVE THEIR GREATEST POTENTIAL; AND PRESERVING AND CURATING MASONIC HERITAGE, ILLUMINATING MASONRY'S IMPACT IN WASHINGTON'S PAST, PRESENT AND FUTURE.

Program Service Accomplishments

Program 1

Expenses: $711,326

OUTREACH SERVICES: THIS PROGRAM'S PURPOSE IS TO ASSIST OLDER ADULTS AND ADULTS WITH FUNCTIONAL AND ACCESS NEEDS TO BE ABLE TO LIVE AT HOME OR IN THE PLACE OF THEIR CHOOSING WITH THE MAXIMUM LEVEL OF INDEPENDENCE AND DIGNITY POSSIBLE. THE PROGRAM ASSISTS INDIVIDUALS TO MAKE THE TRANSITION TO HIGHER LEVELS OF CARE BY PROVIDING PLANNING SUPPORT, INFORMATION AND REFERRAL AND CASE MANAGEMENT. IN ADDITION, THIS PROGRAM ASSISTS WITH FINANCIAL STABILIZATION PLANNING, BENEFITS ASSISTANCE, SUCH AS VA AID AND ATTENDANCE APPLICATIONS. THIS PROGRAM PROVIDES LIMITED EMERGENCY NEEDS FINANCIAL ASSISTANCE AS LONG AS FUNDING ALLOWS.

Program 2

Expenses: $249,955

MASONIC HERITAGE: THE PRIMARY PROGRAM IS RESEARCH, CURATION OF THE DOCUMENTS, BOOKS, AND PHOTOGRAPHIC COLLECTIONS, AS WELL AS THE OBJECTS RELATED TO THE MASONIC HERITAGE OF WASHINGTON. THIS INCLUDES EXHIBITS, PROGRAMS AND AVAILABILITY FOR INDEPENDENT RESEARCH BY SCHOLARS AND MEMBERS OF THE PUBLIC.

Program 3

Expenses: $168,003

YOUTH INVESTMENT: THESE EFFORTS BUILD BRIDGES TO HELP CONNECT YOUNG PEOPLE TO PATHWAYS FOR THEIR FUTURE. THE ORGANIZATION'S EXPANDING SCHOLARSHIP PROGRAM IS THE PRIMARY FOCUS, WHICH INCLUDES TRACKS FOR CHILDREN AND GRANDCHILDREN OF MASONS, AND MASONIC YOUTH GROUPS, AS WELL AS STUDENTS FROM FAMILIES WHO HAVE IMMIGRATED TO THE US.

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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 $493,696

Program Service Revenue $0

Investment Income $145,419

Other Revenue $260

TOTAL REVENUE $639,375

Expense Breakdown

Grants Paid $329,550

Salaries & Benefits $888,850

Fundraising Expenses $0

Program Expenses $1,129,284

Other Expenses $346,261

TOTAL EXPENSES $1,564,661

Year-over-Year Comparison

	2024	2023	Change
Revenue	$639,375	$674,770	-0.1%
Expenses	$1,564,661	$1,501,065	+0.0%
Net Income	$-925,286	$-826,295	+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

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

$162,736

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON HORN	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOT SAGESER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JEREMY YIELDING	SECRETARY	2.00	Officer Director	$0	$0	$0
MATT APPEL	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS HAYNES	TRUSTEE	2.00	Director	$0	$0	$0
BILL HUBBARD	TRUSTEE	2.00	Director	$0	$0	$0
JAMES NORTON	TRUSTEE	2.00	Director	$0	$0	$0
ROGER NELSON	TRUSTEE	2.00	Director	$0	$0	$0
CLINT BROWN	TRUSTEE	2.00	Director	$0	$0	$0
RYAN LEONARD	TRUSTEE	2.00	Director	$0	$0	$0
KURT GAZOW	TRUSTEE	2.00	Director	$0	$0	$0
STEVE MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
MEGAN FERLAND	EXECUTIVE DIRECTOR	40.00	Officer	$147,961	$14,775	$162,736
AARON SIMON	DEPUTY DIRECTOR	40.00	Highest	$106,139	$13,513	$119,652
EDWARD WOODS	BUSINESS DEVELOPMENT DIRECTOR	40.00	Highest	$106,720	$13,513	$120,233

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	$639,375	$1,564,661	$52,587,172	$-925,286
2024	$674,770	$1,501,065	$49,160,087	$-826,295
2023	$621,440	$1,297,413	$45,391,199	$-675,973
2022	$489,029	$1,380,206	$46,792,477	$-891,177
2021	$1,153,247	$1,212,735	$48,721,672	$-59,488
2020	$859,556	$1,251,056	$38,091,313	$-391,500
2019	$635,461	$1,196,567	$29,019,312	$-561,106