Free and Accepted Masons Ionic Composite No 520 (EIN 950866983) - 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

1869

Legal Domicile

Principal Officer

Jacob Gershbock

Phone

4242731054

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons Ionic Composite No 520, founded in 1869, is a small nonprofit that reported $430K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $301K, a strong 70% 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 (2024)

Revenue Breakdown

Contributions & Grants $6,011

Program Service Revenue $34,314

Investment Income $389,186

Other Revenue $9

TOTAL REVENUE $429,520

Expense Breakdown

Grants Paid $23,350

Salaries & Benefits $11,117

Fundraising Expenses $0

Other Expenses $94,504

TOTAL EXPENSES $128,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,520	$351,581	+0.2%
Expenses	$128,971	$110,994	+0.2%
Net Income	$300,549	$240,587	+0.2%

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

176

Independent Members

174

Employees

Volunteers

202

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

$8,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Bear	Secretary	4.00	Officer	$8,400	$0	$8,400
Bernhard Morse	Treasurer	6.00	Officer Director	$0	$0	$0
Jacob Gershbock	Master	4.00	Officer	$0	$0	$0
Jeffrey Bear	Senior Warden	4.00	Officer	$0	$0	$0
Steven Resnick	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	$429,520	$128,971	$8,105,942	$300,549
2023	$351,581	$110,994	$7,321,288	$240,587
2022	$6,303,748	$148,134	$6,322,655	$6,155,614
2021	$71,515	$47,034	$711,636	$24,481
2020	$19,139	$39,764	$670,109	$-20,625
2019	$57,904	$52,705	$664,086	$5,199
2018	$80,981	$65,701	$614,758	$15,280

Free and Accepted Masons Ionic Composite No 520