Oregon Masonic Charitable Foundation Inc (EIN 931264938) - 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

1998

Legal Domicile

Principal Officer

James Morgan

Phone

5033573158

Tax Period

2024-05-01 to 2025-04-30

Oregon Masonic Charitable Foundation Inc, founded in 1998, is a small nonprofit in the Education sector that reported $278K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 27% operating margin.

Mission

TO TRAIN SCHOOL TEACHERS, COUNSELORS AND OTHER SCHOOL STAFF TO RECOGNIZE AND PROVIDE ASSISTANCE TO "AT RISK" SCHOOL CHILDREN. "AT RISK" INCLUDES THOSE SUFFERING FROM DEPRESSION, DRUG OR ALCOHOL ADDICTION, ABUSE, SEVERE STRESS AND OTHERS.

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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 $81,103

Program Service Revenue $0

Investment Income $202,988

Other Revenue $-6,203

TOTAL REVENUE $277,888

Expense Breakdown

Grants Paid $148,129

Salaries & Benefits $0

Fundraising Expenses $8,750

Program Expenses $158,753

Other Expenses $55,672

TOTAL EXPENSES $203,801

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,888	$186,924	+0.5%
Expenses	$203,801	$124,140	+0.6%
Net Income	$74,087	$62,784	+0.2%

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

$152,672

Total Directors

$152,672

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Morgan	Grand Secretary	40.00	Officer Director	$0	$3,753	$128,840
Gary Ball	grand treasurer	1.00	Officer Director	$0	$0	$23,832
Richard Varner	Director	1.00	Director	$0	$0	$0
Gregory Hinkelman	Jr. Grnd Warden	1.00	Director	$0	$0	$0
Marc Strong May-June	Director	1.00	Director	$0	$0	$0
Grant Sharp	Vice President	1.00	Officer Director	$0	$0	$0
David Fryday	President	1.00	Officer Director	$0	$0	$0
Jim Munson	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	$277,888	$203,801	$1,692,780	$74,087
2024	$186,924	$124,140	$1,654,663	$62,784
2023	$364,396	$79,485	$1,586,349	$284,911
2022	$322,433	$46,345	$1,427,921	$276,088
2021	$140,336	$30,003	$1,294,462	$110,333
2020	$142,143	$98,035	$1,036,861	$44,108
2019	$108,059	$96,084	$1,071,094	$11,975
2018	$156,301	$88,014	$1,038,032	$68,287

Oregon Masonic Charitable Foundation Inc