MASONIC HOMES OF CALIFORNIA (EIN 941156564) - 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

1918

Legal Domicile

Principal Officer

TERRY QUIGLEY

Phone

4157767000

Tax Period

2023-11-01 to 2024-10-31

MASONIC HOMES OF CALIFORNIA, founded in 1918, is a major nonprofit in the Human Services sector that reported $116.6M in total revenue in fiscal year 2023. Revenue surged 211% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.5M, a strong 18% operating margin.

Mission

THE MASONIC HOMES OF CALIFORNIA PROMOTES THE QUALITY OF LIFE (CONTINUED ON SCH. O)BY EMPOWERING OUR MEMBERS, THEIR FAMILIES AND THE OUTSIDE COMMUNITIES WITH RESIDENTIAL CARE, CARE MANAGEMENT AND SUPPORT AS WELL AS MENTAL HEALTH SERVICES.

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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 $4,868,088

Program Service Revenue $24,288,936

Investment Income $87,366,686

Other Revenue $65,963

TOTAL REVENUE $116,589,673

Expense Breakdown

Grants Paid $6,650,675

Salaries & Benefits $44,264,520

Fundraising Expenses $1,088,429

Program Expenses $86,382,950

Other Expenses $45,148,075

TOTAL EXPENSES $96,063,270

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,589,673	$37,487,890	+2.1%
Expenses	$96,063,270	$82,508,521	+0.2%
Net Income	$20,526,403	$-45,020,631	-1.5%

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

523

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

$1,773,904

Total Directors

$274,902

Key Employees

$1,674,619

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARA MALAYON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SEAN MANTUCCA	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARIO A BALBIANI	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY L BEAR	TRUSTEE (THRU 10/24)	1.00	Director	$0	$0	$0
BRIAN P BEZNER	TRUSTEE	1.00	Director	$0	$0	$0
GARRETT S CHAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERTO DIAZ JR	TRUSTEE	1.00	Director	$0	$0	$0
ERIC D HATFIELD	TRUSTEE	1.00	Director	$0	$0	$0
RONALD G HOPKINS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT A MORRISON JR	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK I MULDOON	TRUSTEE	1.00	Director	$0	$0	$0
MARK R PARINAS	TRUSTEE (THRU 10/24)	1.00	Director	$0	$0	$0
GARY A PEARE	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE R RICK	TRUSTEE	1.00	Director	$0	$0	$0
ARTHUR L SALAZAR JR	TRUSTEE (THRU 10/24)	1.00	Director	$0	$0	$0
CHRISTOPHER D SMITH	CTO AND TRUSTEE	31.07	Director	$0	$41,812	$274,902
TERRY QUIGLEY	PRESIDENT AND CEO (START 07/23)	40.00	Officer	$252,850	$10,857	$263,707
ALLAN L CASALOU	GRAND SECRETARY	12.18	Officer	$0	$51,453	$466,665
CAROL R HUNTER	VP & CHIEF FINANCIAL OFFICER	17.45	Officer	$0	$37,145	$364,106
ANDREW D CAMERON	GENERAL COUNSEL	27.41	Officer	$0	$56,641	$296,182
DOUGLAS ISMAIL	CHIEF PHILANTHROPY OFFICER	29.88	Officer	$0	$48,186	$383,244
CHARLES P CROSS	TREASURER	1.00	Officer	$0	$0	$0
JOSEPH PRITCHARD	CHIEF OPERATING OFFICER	40.00	Key Emp	$313,550	$50,261	$363,811
ANDREW R UEHLING	CHIEF HUMAN RESOURCES OFFICER	8.00	Key Emp	$0	$29,417	$300,447
VINCENT GONZAGA	EXECUTIVE DIRECTOR	40.00	Key Emp	$237,136	$20,166	$257,302
CHRISTINE GERSHTEIN	VP OF CLINICAL SERVICES	40.00	Key Emp	$225,841	$43,249	$269,090
SOLEDAD V MARTINEZ	RESIDENT SERVICES ADMINISTRATOR	40.00	Key Emp	$209,896	$42,740	$252,636
SABRINA MONTES	VP OF COMMUNITY-BASED SERVICES	40.00	Key Emp	$199,518	$31,815	$231,333
YVONNE WONG	PHARMACY DIRECTOR	40.00	Highest	$221,259	$21,710	$242,969
KIMBERLY RICH	ADMINISTRATOR OF MCYAF	40.00	Highest	$197,566	$44,618	$242,184
CYNTHIA CRUZ	ADMINISTRATOR	40.00	Highest	$197,418	$44,290	$241,708
ETHAN ORNSTEIN	DIR. OF FAMILY SERVICES (THRU 01/24)	40.00	Highest	$170,825	$50,417	$221,242
LISA GOODWIN	SENIOR DIRECTOR	40.00	Highest	$163,756	$35,696	$199,452
GARY CHARLAND	PRESIDENT AND CEO (THRU 10/23)	40.00		$608,187	$50,873	$659,060

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	$116,589,673	$96,063,270	$1,170,735,764	$20,526,403
2023	$37,487,890	$82,508,521	$1,087,352,812	$-45,020,631
2022	$110,751,854	$73,632,419	$1,099,830,680	$37,119,435
2021	$106,681,116	$72,020,293	$1,287,767,891	$34,660,823
2020	$41,944,438	$70,817,598	$1,081,181,439	$-28,873,160
2019	$68,997,929	$67,479,642	$1,089,339,517	$1,518,287
2018	$80,145,375	$70,948,268	$1,044,719,526	$9,197,107

MASONIC HOMES OF CALIFORNIA