Petaluma Masonic Hall Association (EIN 941165191) - 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

1940

Legal Domicile

Principal Officer

George Whitten

Tax Period

2023-01-01 to 2023-12-31

Petaluma Masonic Hall Association, founded in 1940, is a small nonprofit that reported $134K in total revenue in fiscal year 2023. The organization ran a surplus of $62K, a strong 46% operating margin.

Mission

Petaluma Masonic Hall Association operates exclusively as a supporting organization of the Petaluma-Hamilton No. 180, an exempt organization under 501(c)10.

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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 $133,045

Investment Income $170

Other Revenue $900

TOTAL REVENUE $134,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,779

Fundraising Expenses $0

Other Expenses $62,357

TOTAL EXPENSES $72,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,115	$127,908	+0.0%
Expenses	$72,136	$72,205	0.0%
Net Income	$61,979	$55,703	+0.1%

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

$7,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy J Stewart	Building Manager	2.00	Officer	$7,800	$0	$7,800
David Sonnenberg	Secretary	6.00	Officer	$0	$0	$0
Eugene Jeanne	Treasurer	6.00	Officer	$0	$0	$0
George Whitten	President	4.00	Officer	$0	$0	$0
Richard Fonseca	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
2023	$134,115	$72,136	$685,822	$61,979
2022	$127,908	$72,205	$679,293	$55,703
2021	$120,488	$130,215	$697,590	$-9,727
2020	$110,123	$121,256	$707,682	$-11,133
2019	$64,250	$50,000	$718,785	$14,250
2018	$55,647	$55,000	$704,535	$647

Petaluma Masonic Hall Association