HARMONY LODGE 9 F & AM (EIN 050268148) - 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

1805

Legal Domicile

Principal Officer

JAMES R RAPSON

Phone

4013740748

Tax Period

2022-11-01 to 2023-10-31

HARMONY LODGE 9 F & AM, founded in 1805, is a small nonprofit in the Mutual Benefit sector that reported $103K in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $134K exceeded revenue, resulting in a 30% operating deficit.

Mission

FRATERNAL AND CIVIC ORGANIZATION

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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 (2022)

Revenue Breakdown

Contributions & Grants $28,234

Program Service Revenue $0

Investment Income $74,737

Other Revenue $0

TOTAL REVENUE $102,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,539

Fundraising Expenses $0

Other Expenses $126,751

TOTAL EXPENSES $134,290

Year-over-Year Comparison

	2022	2021	Change
Revenue	$102,971	$209,207	-0.5%
Expenses	$134,290	$188,561	-0.3%
Net Income	$-31,319	$20,646	-2.5%

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

N/A

Employees

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
PATRICK BEDARD	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK CONNER	DIRECTOR	N/A	Director	$0	$0	$0
KEN POYTON	DIRECTOR	N/A	Director	$0	$0	$0
JOSHUA EDWARDS	PRESIDENT	N/A	Officer	$0	$0	$0
ROBERT KEMPF	SECRETARY	N/A	Officer	$0	$0	$0
JEREMY NEWTON	VICE PRESIDE	N/A	Officer	$0	$0	$0
JAMES R RAPSON	TEASURER	N/A	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	$102,971	$134,290	$3,505,951	$-31,319
2023	$124,734	$113,053	$3,630,700	$11,681
2022	$209,207	$188,561	$3,517,372	$20,646
2021	$514,932	$124,962	$3,988,219	$389,970
2020	$133,564	$155,735	$3,508,707	$-22,171

HARMONY LODGE 9 F & AM