Overseas Lodge # 40 F & AM

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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

1919

Legal Domicile

Principal Officer

Michael J Barboza Cpa

Phone

4012771040

Tax Period

2023-11-01 to 2024-10-31

Overseas Lodge # 40 F & AM, founded in 1919, is a small nonprofit that reported $147K in total revenue in fiscal year 2023. The organization ran a surplus of $33K, a strong 23% operating margin.

Mission

The primary mission of the masonic lodge is as follows:To promote good moral character and maintain a fraternal lodge of masons, to assist worthy distressed masons and the widows and orphans of masons.

Program Service Accomplishments

Program 1

West Warwick Assistance Agency Food Bank GrantDistrict Charity GrantVarious Other Masonic Bodies Grants

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,512

Program Service Revenue $0

Investment Income $0

Other Revenue $135,373

TOTAL REVENUE $146,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,935

Fundraising Expenses $0

Other Expenses $108,737

TOTAL EXPENSES $113,672

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,885	$152,706	0.0%
Expenses	$113,672	$119,204	0.0%
Net Income	$33,213	$33,502	0.0%

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

$4,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Neil Bowman	Master	4.00	Officer	$0	$0	$0
Paul Fetter III	Senior Warden	4.00	Officer	$0	$0	$0
Michael J Barboza Cpa	Treasurer	4.00	Officer	$1,800	$0	$1,800
Wyman P Hallstrom Jr	Secretary	4.00	Officer	$2,700	$0	$2,700

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	$146,885	$113,672	$877,798	$33,213
2023	$152,706	$119,204	$844,587	$33,502
2022	$62,817	$92,537	$816,586	$-29,720
2021	$165,268	$85,352	$845,807	$79,916
2020	$63,460	$78,265	$765,909	$-14,805
2019	$73,262	$93,914	$780,711	$-20,652
2018	$113,268	$78,756	$808,590	$34,512