Free and Accepted Masons of CA JohnDSpreckels 657 (EIN 950751522) - 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

1927

Legal Domicile

Principal Officer

Tracy La Bombard

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons of CA JohnDSpreckels 657, founded in 1927, is a micro nonprofit that reported $38K in total revenue in fiscal year 2023. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $9K, a strong 23% operating margin.

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 $0

Program Service Revenue $7,665

Investment Income $30,474

Other Revenue $58

TOTAL REVENUE $38,197

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $3,285

Fundraising Expenses $0

Other Expenses $9,194

TOTAL EXPENSES $29,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,197	$114,975	-0.7%
Expenses	$29,479	$26,556	+0.1%
Net Income	$8,718	$88,419	-0.9%

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

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

$2,990

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry Pennington	Secretary	6.00	Officer	$2,990	$0	$2,990
Donald McMorran	Treasurer	6.00	Officer	$0	$0	$0
Evren Baskaya	Junior Warden	4.00	Officer	$0	$0	$0
Tracy La Bombard	Master	4.00	Officer	$0	$0	$0
Omid Afati	Senior 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	$38,197	$29,479	$2,826,836	$8,718
2022	$114,975	$26,556	$2,754,162	$88,419
2021	$66,797	$14,320	$2,792,399	$52,477
2020	$36,139	$11,033	$2,678,300	$25,106
2019	$64,265	$15,630	$2,603,815	$48,635
2018	$53,216	$18,848	$2,494,490	$34,368

Free and Accepted Masons of CA JohnDSpreckels 657