CALIFORNIA MASONIC TEMPLE INC (EIN 941266937) - 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

1954

Legal Domicile

Principal Officer

MARK E PRESSEY

Phone

4157767000

Tax Period

2023-11-01 to 2024-10-31

CALIFORNIA MASONIC TEMPLE INC, founded in 1954, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $3.2M left a modest 3% surplus.

Mission

TO OPERATE EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF THE CALIFORNIA MASONIC FOUNDATION

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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 $237,697

Program Service Revenue $2,632,869

Investment Income $433,329

Other Revenue $0

TOTAL REVENUE $3,303,895

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $735,902

Fundraising Expenses $0

Program Expenses $2,755,108

Other Expenses $2,458,132

TOTAL EXPENSES $3,204,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,303,895	$2,709,171	+0.2%
Expenses	$3,204,034	$3,085,699	+0.0%
Net Income	$99,861	$-376,528	-1.3%

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

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

$1,126,953

Total Directors

$274,902

Key Employees

$300,447

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK E PRESSEY	CHAIRMAN AND PRESIDENT	1.00	Officer Director	$0	$0	$0
JONATHAN L WONG	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DENNIS R MAHONEY	DIRECTOR	1.00	Director	$0	$0	$0
ARA MALOYAN	DIRECTOR (THRU 10/24)	1.00	Director	$0	$0	$0
CHRISTOPHER L SMITH	DIRECTOR & CHIEF TECHNOLOGY OFFICER	2.00	Director	$0	$41,812	$274,902
ALEXANDER J TEODORO	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES P CROSS	TREASURER	1.00	Officer	$0	$0	$0
ALLAN L CASALOU	GRAND SECRETARY	7.10	Officer	$0	$51,453	$466,665
CAROL R HUNTER	CHIEF FINANCIAL OFFICER	2.00	Officer	$0	$37,145	$364,106
ANDREW CAMERON	GENERAL COUNSEL	1.80	Officer	$0	$56,641	$296,182
ANDREW R UEHLING	CHIEF HUMAN RESOURCES OFFICER	2.00	Key Emp	$0	$29,417	$300,447

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	$3,303,895	$3,204,034	$12,608,837	$99,861
2023	$2,709,171	$3,085,699	$12,097,099	$-376,528
2022	$2,949,125	$2,652,530	$12,333,936	$296,595
2021	$2,605,361	$2,155,967	$13,072,948	$449,394
2020	$2,166,667	$2,053,880	$11,904,587	$112,787
2019	$2,504,582	$2,022,832	$11,925,825	$481,750
2018	$2,421,778	$1,997,621	$11,462,043	$424,157

CALIFORNIA MASONIC TEMPLE INC