Free and Accepted Masons Kern River Valley 827 (EIN 952803057) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Vincent Porcaro II

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Kern River Valley 827, founded in 1969, is a micro nonprofit that reported $43K in total revenue in fiscal year 2023. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 35% 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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,715

Program Service Revenue $14,961

Investment Income $5,074

Other Revenue $473

TOTAL REVENUE $43,223

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $26,776

TOTAL EXPENSES $28,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,223	$23,098	+0.9%
Expenses	$28,276	$27,809	+0.0%
Net Income	$14,947	$-4,711	-4.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Malear Jr	Secretary	6.00	Officer	$1,900	$0	$1,900
Jeffrey Swartz	Treasurer	6.00	Officer	$0	$0	$0
Vincent Porcaro II	Master	4.00	Officer	$0	$0	$0
John Howells Jr	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
2023	$43,223	$28,276	$359,372	$14,947
2021	$54,919	$30,664	$367,378	$24,255
2019	$34,975	$26,640	$345,020	$8,335
2018	$33,882	$28,508	$299,235	$5,374

Free and Accepted Masons Kern River Valley 827