FREE & ACCEPTED MASONS OF INDIANA PORTER LODGE 137 F&AM (EIN 237138969) - 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

1852

Legal Domicile

Principal Officer

CHARLES COMBI

Phone

2194623781

Tax Period

2023-01-01 to 2023-12-31

FREE & ACCEPTED MASONS OF INDIANA PORTER LODGE 137 F&AM, founded in 1852, is a small nonprofit that reported $123K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $81K, a strong 66% operating margin.

Mission

TO PROMOTE THE FELLOWSHIP OF THE MEMBERS-FRATERNAL 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 (2023)

Revenue Breakdown

Contributions & Grants $34,800

Program Service Revenue $30

Investment Income $82,453

Other Revenue $6,127

TOTAL REVENUE $123,410

Expense Breakdown

Grants Paid $6,422

Salaries & Benefits $3,700

Fundraising Expenses $3,000

Other Expenses $31,836

TOTAL EXPENSES $41,958

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,410	$109,296	+0.1%
Expenses	$41,958	$65,097	-0.4%
Net Income	$81,452	$44,199	+0.8%

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

340

Independent Members

340

Employees

N/A

Volunteers

340

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

$3,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCAS PACUKOVSKI	SECRETARY	5.00	Officer	$2,400	$0	$2,400
JOHN CARPENTER	TREASURER	5.00	Officer	$1,200	$0	$1,200
CHARLES COMBI	CO-TREASURER	5.00	Officer Director	$0	$0	$0
IAN CHRISTAINSEN	SENIOR DEACO	5.00	Officer	$0	$0	$0
ROBERT EASTON	JUNIOR WARDE	5.00	Officer	$0	$0	$0
JERRY HOOTNICK	TYLER	5.00	Officer	$0	$0	$0
SHAWN HOUSLER	WORSHIPFUL M	5.00	Officer	$0	$0	$0
ALEX PUREVICH III	CHAPLAIN	5.00	Officer	$0	$0	$0
CHARLIE KOCHENASH	JUNIOR DEACO	5.00	Officer	$0	$0	$0
DAVE NOBLE	SENIOR WARDE	5.00	Officer	$0	$0	$0
DANIEL PETTERLE	JUNIOR STEWA	5.00	Officer	$0	$0	$0
AHMED AL-MOHAMMED SALEH	SENIOR STEWA	5.00	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	No data	No data	No data	No data
2023	$123,410	$41,958	$854,794	$81,452
2022	$109,296	$65,097	$802,985	$44,199
2021	$150,945	$56,901	$758,786	$94,044
2020	$107,241	$47,963	$664,742	$59,278
2019	$181,712	$61,423	$605,464	$120,289
2018	$85,728	$60,210	$485,175	$25,518

FREE & ACCEPTED MASONS OF INDIANA PORTER LODGE 137 F&AM