FREE & ACCEPTED MASONS OF NEW YORK HERITAGE LODGE 371 (EIN 237136861) - 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

1996

Legal Domicile

Principal Officer

NASSER SUTHERLAND

Phone

9086561327

Tax Period

2023-01-01 to 2023-12-31

FREE & ACCEPTED MASONS OF NEW YORK HERITAGE LODGE 371, founded in 1996, is a micro nonprofit in the Mutual Benefit sector that reported $51K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $34K, a strong 66% operating margin.

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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 $15,699

Program Service Revenue $0

Investment Income $35,697

Other Revenue $0

TOTAL REVENUE $51,396

Expense Breakdown

Grants Paid $150

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $17,480

TOTAL EXPENSES $17,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,396	$59,774	-0.1%
Expenses	$17,630	$16,329	+0.1%
Net Income	$33,766	$43,445	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NASER L SUTHERLAND	WORSHIPFUL MASTER	N/A	Officer	$0	$0	$0
KENT B TAN	SECRETARY	N/A	Officer	$0	$0	$0
PHILIPPE R HIOLLE	SENIOR WARDEN	N/A	Officer	$0	$0	$0
KENNETH M GINN	TRUSTEE	N/A	Director	$0	$0	$0
DANIEL M BURICEA	TRUSTEE	N/A	Director	$0	$0	$0
STEVEN ROSEN	TRUSTEE	N/A	Director	$0	$0	$0
JARVIS M WATSON	JUNIOR WARDEN	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
2024	No data	No data	No data	No data
2023	$51,396	$17,630	$1,132,488	$33,766
2022	$59,774	$16,329	$950,861	$43,445
2021	$95,170	$13,703	$789,217	$81,467
2020	$50,863	$16,347	$704,750	$34,516
2019	$49,606	$15,477	$670,234	$34,129
2018	$76,030	$11,600	$638,105	$64,430

FREE & ACCEPTED MASONS OF NEW YORK HERITAGE LODGE 371