Carpinteria Masonic Association Inc (EIN 956103246) - 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

1950

Legal Domicile

Principal Officer

Jay Umali

Tax Period

2024-01-01 to 2024-12-31

Carpinteria Masonic Association Inc, founded in 1950, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. The organization ran a surplus of $80K, a strong 41% operating margin.

Mission

Carpinteria Masonic Association Inc operates exclusively as a supporting organization of the Carpinteria Lodge No. 444, an exempt organization under 501(c)10.

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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 $0

Program Service Revenue $196,892

Investment Income $0

Other Revenue $0

TOTAL REVENUE $196,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $117,020

TOTAL EXPENSES $117,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,892	$188,853	+0.0%
Expenses	$117,020	$128,649	-0.1%
Net Income	$79,872	$60,204	+0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Florante E Ingel	Director	2.00	Director	$0	$0	$0
John F Welty	Director	2.00	Director	$0	$0	$0
June Longcob	Secretary	6.00	Officer	$0	$0	$0
Jay Umali	Treasurer	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	$196,892	$117,020	$745,840	$79,872
2023	$188,853	$128,649	$786,968	$60,204
2022	$195,568	$117,293	$866,258	$78,275
2021	$176,949	$211,311	$907,983	$-34,362
2020	$181,039	$233,298	$947,097	$-52,259
2019	$195,936	$273,675	$999,356	$-77,739
2018	$198,470	$228,163	$1,077,096	$-29,693

Carpinteria Masonic Association Inc