Menifee Valley Masonic Building Association (EIN 956121978) - 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

2007

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

Menifee Valley Masonic Building Association, founded in 2007, is a micro nonprofit that reported $62K in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $85K exceeded revenue, resulting in a 39% operating deficit.

Mission

Menifee Valley Masonic Building Association operates exclusively as a supporting organization of F&AM Menifee Valley Lodge No. 289, 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 $61,560

Investment Income $8

Other Revenue $0

TOTAL REVENUE $61,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,490

Other Expenses $85,490

TOTAL EXPENSES $85,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,568	$121,629	-0.5%
Expenses	$85,490	$142,395	-0.4%
Net Income	$-23,922	$-20,766	+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

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
Sherman Hernaez	Vice President	6.00	Director	$0	$0	$0
Devyn Hicks	Director	1.00	Director	$0	$0	$0
Jose Shepard	Director	1.00	Director	$0	$0	$0
Wilson Boho	Director	1.00	Director	$0	$0	$0
Sammy Gillo	President	4.00	Officer	$0	$0	$0
Jerico Alvarez	Secretary	6.00	Officer	$0	$0	$0
Charles Markel	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	$61,568	$85,490	$580,491	$-23,922
2023	$121,629	$142,395	$612,413	$-20,766
2022	$60,215	$85,655	$638,179	$-25,440
2021	$41,969	$68,899	$663,619	$-26,930
2020	$95,114	$73,470	$690,549	$21,644
2019	$65,409	$94,885	$668,905	$-29,476
2018	$70,329	$89,478	$698,667	$-19,149

Menifee Valley Masonic Building Association