Masonic Home Endowment Fund Inc

Nonprofit profile at a glance

EIN
592740213
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Jacksonville, FL, USA
Phone
9043542339
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$9,337,365
Expenses
$2,069,474
Assets
$43,537,962
Liabilities
$3,010,908

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Highest reported compensation

  • Jeffrey S Foster (Grand Secretary): $68,754 total reported compensation
  • Richard E Lynn (Grand Treasurer): $22,591 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide funds for skilled care and a congregative living facility for the elderly.

What it reported doing in 2025

To provide, on a non-profit basis, housing and other facilities to meet the needs of the elderly residing in the Masonic home.

Operating model

Revenue model
Donor-supported. 85% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 52
  • Transparency & Controls: 89
  • Accountability: 84
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 33.2%; rating input score 33
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 11th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: No; rating input score 0

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 77.8%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 21.04; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 55; 55th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 4.2% per year; rating input score 100; 31st percentile among comparable filings
  • Revenue growth: 7.4% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 4.4% per year; rating input score 100; 30th percentile among comparable filings

Details

  • Where the money goes: 33.2% of revenue deployed · 100% of spending went to programs
  • Governance: 6 of 6 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2.1M in reported program spending
  • Leadership: top reported pay $69K · 6 people listed
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and related organizations
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 33/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 55/100.