FREE & ACCEPTED MASONS OF VERMONT (EIN 237121386) - 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

2000

Legal Domicile

Principal Officer

Daniel O'Neil

Phone

8023092124

Tax Period

2024-04-01 to 2024-12-31

FREE & ACCEPTED MASONS OF VERMONT, founded in 2000, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 48% operating margin.

Mission

Strengthen the Masonic way of life by improving individual character, leadership and spirit of its members through relevant programs. To inspire men to support the principles of freemasonry and promote family and community values.

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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 $11,693

Program Service Revenue $0

Investment Income $25,370

Other Revenue $0

TOTAL REVENUE $37,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $19,388

TOTAL EXPENSES $19,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,063	$84,091	-0.6%
Expenses	$19,388	$84,091	-0.8%
Net Income	$17,675	$0	N/A

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

N/A

Volunteers

122

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	Role	Reportable Comp	Other Comp	Total
Dan O'Neil	Master	Officer	$0	$0	$0
Rob Connelly	Senior Warden	Officer	$0	$0	$0
Jeff Bartley	Junior Warden	Officer	$0	$0	$0
Victor Stone	Secretary	Officer	$0	$0	$0
Barry Woodworth	Treasurer	Officer	$0	$0	$0
Wes Little	Assistant Secretary	Officer	$0	$0	$0
Peter Opstrup	Assistant Treasurer	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	$37,063	$19,388	$2,005,403	$17,675

FREE & ACCEPTED MASONS OF VERMONT