BURLINGAME MASONIC HALL INC (EIN 942388240) - 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

1908

Principal Officer

DAVID D JONES

Phone

6503447061

Tax Period

2025-01-01 to 2025-12-31

BURLINGAME MASONIC HALL INC, founded in 1908, is a small nonprofit that reported $323K in total revenue in fiscal year 2025. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 20% operating margin.

Mission

THE ORGANIZATION HOLDS TITLE TO A MASONIC LODGE CENTER LOCATED AT 145 PARK ROAD, BURLINGAME CALIFORNIA. ITS PURPOSE IS TO OPERATE AND MAINTAIN THE PROPERTY FOR THE BENEFIT OF ITS MEMBERS AND TENANTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $322,984

TOTAL REVENUE $322,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $260,000

TOTAL EXPENSES $260,000

Year-over-Year Comparison

	2025	2024	Change
Revenue	$322,984	$210,488	+0.5%
Expenses	$260,000	$225,000	+0.2%
Net Income	$62,984	$-14,512	-5.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE KOVALICH	Director	1.00	Director	$0	$0	$0
DAVID D JONES	Treasurer	5.00	Officer Director	$0	$0	$0
GARY SHWEID	Secretary	1.00	Officer Director	$0	$0	$0
RENATO ALFEREZ	Director	1.00	Director	$0	$0	$0
MARK WHITNEY STEPHENS	Vice President	1.00	Officer Director	$0	$0	$0
TIM MARTIN	President	2.00	Officer Director	$0	$0	$0
ROSS CHASSY	Director	1.00	Director	$0	$0	$0
ROBERTO DIAZ JR	Director	1.00	Director	$0	$0	$0
CHARLES DRECHSLER	Director	1.00	Director	$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
2025	$322,984	$260,000	$156,831	$62,984
2024	$210,488	$225,000	$93,847	$-14,512
2023	$40,258	No data	$108,359	No data
2022	$-197,142	$30,000	$68,101	$-227,142
2021	$288,669	$120,000	$295,243	$168,669
2020	$245,923	$240,000	$126,574	$5,923
2019	$197,682	$185,000	$120,651	$12,682
2018	$79,972	$47,000	$107,969	$32,972

BURLINGAME MASONIC HALL INC