HARMONY LODGE 42 AF & AM (EIN 066107171) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1797

Legal Domicile

Principal Officer

MICHAEL KENAUSIS

Phone

2035182791

Tax Period

2023-12-01 to 2024-11-30

HARMONY LODGE 42 AF & AM, founded in 1797, is a small nonprofit that reported $356K in total revenue in fiscal year 2023. Revenue surged 709% from the prior year, signaling strong growth momentum. The organization ran a surplus of $277K, a strong 78% operating margin.

Mission

TO PROMOTE THE RITUALS AND TRADITIONS OF THE ANCIENT FREE AND ACCEPTED MASONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $29,395

Program Service Revenue $0

Investment Income $326,204

Other Revenue $0

TOTAL REVENUE $355,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,314

TOTAL EXPENSES $78,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$355,599	$43,955	+7.1%
Expenses	$78,314	$77,218	+0.0%
Net Income	$277,285	$-33,263	-9.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

185

Independent Members

185

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
ERIC BOGERT	TRUSTEE	2.00	Director	$0	$0	$0
GARY ROSENGRANT	TRUSTEE	2.00	Director	$0	$0	$0
DAN SHARKIS	TRUSTEE	N/A	Director	$0	$0	$0
GARY BYRAM	SECRETARY	2.00	Officer	$0	$0	$0
JASON GADUE	SENIOR WARDE	2.00	Officer	$0	$0	$0
KEVIN KASLAUSKAS	JUNIOR WARDE	2.00	Officer	$0	$0	$0
MICHAEL KENAUSIS	TREASURER	2.00	Officer	$0	$0	$0
MANUEL TIRADO	WORSHIPFUL M	2.00	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	$355,599	$78,314	$1,886,016	$277,285
2023	$43,955	$77,218	$1,557,277	$-33,263
2022	$-36,442	$69,107	$1,136,503	$-105,549
2021	$143,154	$44,198	$1,295,630	$98,956
2020	$30,893	$43,084	$1,233,333	$-12,191
2019	$130,998	$45,250	$1,127,596	$85,748
2018	$78,941	$46,830	$1,070,250	$32,111

HARMONY LODGE 42 AF & AM