Free and Accepted Masons East San Diego No 561 (EIN 950751518) - 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

1974

Legal Domicile

Principal Officer

Walter Sener

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons East San Diego No 561, founded in 1974, is a small nonprofit that reported $108K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $5.7M represent 634 months of operating reserves.

Mission

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

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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 $352

Program Service Revenue $19,958

Investment Income $85,152

Other Revenue $2,629

TOTAL REVENUE $108,091

Expense Breakdown

Grants Paid $41,300

Salaries & Benefits $12,428

Fundraising Expenses $0

Other Expenses $55,687

TOTAL EXPENSES $109,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,091	$87,981	+0.2%
Expenses	$109,415	$128,178	-0.1%
Net Income	$-1,324	$-40,197	-1.0%

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

109

Independent Members

107

Employees

Volunteers

120

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

$11,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Rualo Sr	Secretary	6.00	Officer	$8,400	$0	$8,400
Robert Royal	Treasurer 1232022 - 8312	6.00	Officer	$2,700	$0	$2,700
Logino Belisario	Treasurer 10122023 - 1231	6.00	Officer	$0	$0	$0
Walter Sener	Master	4.00	Officer	$0	$0	$0
Patrick Carreon	Senior Warden	4.00	Officer	$0	$0	$0
Robert Voss Sr	Junior Warden	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
2024	No data	No data	No data	No data
2023	$108,091	$109,415	$5,708,844	$-1,324
2022	$87,981	$128,178	$5,606,952	$-40,197
2021	$92,876	$71,876	$5,850,244	$21,000
2020	$105,050	$32,549	$5,756,629	$72,501
2019	$82,274	$71,582	$5,617,295	$10,692
2018	$131,122	$45,248	$5,480,545	$85,874

Free and Accepted Masons East San Diego No 561