Oakland Masonic Center (EIN 940727050) - 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

1928

Legal Domicile

Principal Officer

Philip J Williams

Tax Period

2022-01-01 to 2022-12-31

Oakland Masonic Center, founded in 1928, is a mid-sized nonprofit that reported $12.3M in total revenue in fiscal year 2022. Revenue surged 15263% from the prior year, signaling strong growth momentum.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $15,179

Investment Income $12,292,734

Other Revenue $0

TOTAL REVENUE $12,307,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,200

Fundraising Expenses $0

Other Expenses $12,011,311

TOTAL EXPENSES $12,015,511

Year-over-Year Comparison

	2022	2021	Change
Revenue	$12,307,913	$80,114	+152.6%
Expenses	$12,015,511	$423,644	+27.4%
Net Income	$292,402	$-343,530	-1.9%

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

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

$4,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Calvin H Gilbert	Secretary	6.00	Officer	$4,200	$0	$4,200
Gilberto Estrada Sr	Director	2.00	Director	$0	$0	$0
Frederick A Loeser Sr	Director	2.00	Director	$0	$0	$0
David A Forsyth	Treasurer	6.00	Officer	$0	$0	$0
Philip J Williams	President	4.00	Officer	$0	$0	$0
Peter P Donley	Vice President	4.00	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
2022	$12,307,913	$12,015,511	No data	$292,402
2021	$80,114	$423,644	$929,129	$-343,530
2020	$670,725	$506,200	$1,335,667	$164,525
2019	$767,844	$679,276	$1,199,028	$88,568
2018	$-50,239	$11,536	$1,121,624	$-61,775

Oakland Masonic Center