San Jose Masonic Center Association (EIN 940661430) - 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

1968

Legal Domicile

Principal Officer

Gregg Hall

Tax Period

2023-01-01 to 2023-12-31

San Jose Masonic Center Association, founded in 1968, is a small nonprofit that reported $267K in total revenue in fiscal year 2023. Expenses of $324K exceeded revenue, resulting in a 21% operating deficit.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $265,743

Investment Income $4

Other Revenue $1,114

TOTAL REVENUE $266,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,877

Fundraising Expenses $0

Other Expenses $202,673

TOTAL EXPENSES $323,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,861	$262,643	+0.0%
Expenses	$323,550	$286,500	+0.1%
Net Income	$-56,689	$-23,857	+1.4%

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

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
Chris D Mays	Secretary	2.00	Director	$0	$0	$0
Keenan Mills	Member	2.00	Director	$0	$0	$0
Oscar D Arguello Jr	Vice President	2.00	Director	$0	$0	$0
Kevin Hall	Member	2.00	Director	$0	$0	$0
Rick Qui	Member	4.00	Officer	$0	$0	$0
Sean Patrick	Member	6.00	Officer	$0	$0	$0
Gregg Hall	President	6.00	Officer	$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	No data	No data	No data	No data
2023	$266,861	$323,550	$510,497	$-56,689
2022	$262,643	$286,500	$569,536	$-23,857
2021	$349,236	$239,289	$616,544	$109,947
2020	$152,576	$254,654	$538,402	$-102,078
2019	$397,917	$363,633	$603,200	$34,284
2018	$194	$35,268	$583,088	$-35,074

San Jose Masonic Center Association