BURLINGAME MASONIC LODGE NO 400 F&AM (EIN 940487697) - 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

1908

Legal Domicile

Principal Officer

DAVID D JONES

Phone

6503477787

Tax Period

2024-01-01 to 2024-12-31

BURLINGAME MASONIC LODGE NO 400 F&AM, founded in 1908, is a small nonprofit that reported $319K in total revenue in fiscal year 2024. Revenue surged 207% from the prior year, signaling strong growth momentum. The organization ran a surplus of $164K, a strong 51% operating margin.

Mission

TO BE A CHARITABLE, FRATERNAL, EDUCATIONAL, SOCIAL AND CHARACTER BUILDING ORGANIZATION THROUGH SUPPORT OF LOCAL PUBLIC EDUCATION, THE MASONIC HOMES AND OTHER LOCAL CHARITIES.

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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 $15,510

Program Service Revenue $0

Investment Income $303,745

Other Revenue $0

TOTAL REVENUE $319,255

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,083

Fundraising Expenses $0

Other Expenses $127,788

TOTAL EXPENSES $154,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,255	$103,941	+2.1%
Expenses	$154,871	$120,487	+0.3%
Net Income	$164,384	$-16,546	-10.9%

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

$20,400

Total Directors

$20,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID R JOLLIFFE	Secretary	15.00	Officer Director	$20,400	$0	$20,400
DAVID D JONES	Treasurer	5.00	Officer Director	$0	$0	$0
ROBERT WHYTE	MASTER	5.00	Officer Director	$0	$0	$0
CHARLES DRECHSLER	SR WARDEN	5.00	Officer Director	$0	$0	$0
JOSEPH BECKER	JR WARDEN	5.00	Officer 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	No data	No data	No data	No data
2024	$319,255	$154,871	$1,171,360	$164,384
2023	$103,941	$120,487	$1,006,976	$-16,546
2022	$-62,206	$126,366	$1,023,522	$-188,572
2021	$210,952	$93,420	$1,213,719	$117,532
2020	$375,438	$96,189	$1,094,562	$279,249
2019	$227,450	$94,210	$815,313	$133,240
2018	$47,635	$111,486	$682,173	$-63,851

BURLINGAME MASONIC LODGE NO 400 F&AM