MARION MASONIC FOUNDATION (EIN 921407298) - 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

2022

Legal Domicile

Phone

3193103419

Tax Period

2024-01-01 to 2024-12-31

MARION MASONIC FOUNDATION, founded in 2022, is a micro nonprofit in the Community Improvement sector that reported $42K in total revenue in fiscal year 2024. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $64K exceeded revenue, resulting in a 50% operating deficit.

Mission

ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC PURPOSES IN PARTICULAR, THE MAINTENANCE, PRESERVATION, OR REHABILITATION OF DESIGNATED HISTORIC SPACES.

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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 $49,082

Program Service Revenue $0

Investment Income $1,386

Other Revenue $-8,137

TOTAL REVENUE $42,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,554

Other Expenses $63,554

TOTAL EXPENSES $63,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,331	$1,572,578	-1.0%
Expenses	$63,554	$480,391	-0.9%
Net Income	$-21,223	$1,092,187	-1.0%

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

N/A

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
RICHARD BOWERSOX	Director	1.00	Director	$0	$0	$0
CRAIG ELLIOTT	President	1.00	Officer Director	$0	$0	$0
MARK CLINE	Director	1.00	Director	$0	$0	$0
BILL NORTHRUP	Director	1.00	Director	$0	$0	$0
DON BOLAND	Treasurer	1.00	Officer Director	$0	$0	$0
NATHAN CARAWAY	Secretary	1.00	Officer Director	$0	$0	$0
JOHN KLAUS	Director	1.00	Director	$0	$0	$0
DOUG HEATH	Director	1.00	Director	$0	$0	$0
KYLE MARTIN	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
2024	$42,331	$63,554	$1,424,552	$-21,223
2023	$1,572,578	$480,391	$1,342,312	$1,092,187

MARION MASONIC FOUNDATION