Free and Accepted Masons MW John RHeisner No 442 (EIN 950751590) - 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

1914

Legal Domicile

Principal Officer

Fidel Soriano

Phone

6195015515

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons MW John RHeisner No 442, founded in 1914, is a small nonprofit that reported $193K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $257K exceeded revenue, resulting in a 33% operating deficit.

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 (2024)

Revenue Breakdown

Contributions & Grants $4,368

Program Service Revenue $82,467

Investment Income $105,535

Other Revenue $645

TOTAL REVENUE $193,015

Expense Breakdown

Grants Paid $84,964

Salaries & Benefits $23,653

Fundraising Expenses $0

Other Expenses $147,897

TOTAL EXPENSES $256,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,015	$3,496,791	-0.9%
Expenses	$256,514	$230,116	+0.1%
Net Income	$-63,499	$3,266,675	-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

362

Independent Members

360

Employees

Volunteers

383

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

$7,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Bumgarner	Treasurer	6.00	Officer	$7,200	$0	$7,200
Fidel Soriano	Master	4.00	Officer	$0	$0	$0
Alexander Verbrugghen	Senior Warden	4.00	Officer	$0	$0	$0
Reginald Oca	Junior Warden	4.00	Officer	$0	$0	$0
Eduardson Ednilao	Secretary	6.00	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	$193,015	$256,514	$4,300,597	$-63,499
2023	$3,496,791	$230,116	$4,020,263	$3,266,675
2022	$52,303	$55,978	$495,882	$-3,675
2021	$74,638	$29,963	$581,659	$44,675

Free and Accepted Masons MW John RHeisner No 442