ANCIENT FREE & ACCEPTED MASONS OF RICHARDSON LODGE #1214 (EIN 237143665) - 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

1923

Legal Domicile

Principal Officer

RICHARD GILMAN

Phone

9726447645

Tax Period

2024-07-01 to 2025-06-30

ANCIENT FREE & ACCEPTED MASONS OF RICHARDSON LODGE #1214, founded in 1923, is a small nonprofit that reported $392K in total revenue in fiscal year 2024. Revenue surged 841% from the prior year, signaling strong growth momentum. The organization ran a surplus of $312K, a strong 79% operating margin.

Mission

THIS IS A FRATERNAL ORGANIZATION THE OBJECTIVES OF WHICH ARE THE BUILDING OF MEMBERS CHARACTER, THE PROMOTION OF BENEVOLENCE AND FELLOWSHIP

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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 $17,313

Program Service Revenue $0

Investment Income $374,911

Other Revenue $0

TOTAL REVENUE $392,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,255

Fundraising Expenses $0

Other Expenses $77,213

TOTAL EXPENSES $80,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,224	$41,693	+8.4%
Expenses	$80,468	$42,111	+0.9%
Net Income	$311,756	$-418	-746.8%

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

Independent Members

N/A

Employees

Volunteers

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

$3,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN ROTHBERG	WORSHIPFUL MASTER	15.00	Officer	$0	$0	$0
JOHN STEVENSON	SENIOR WARDEN	15.00	Officer	$0	$0	$0
ADAM YARNEAU	JUNIOR WARDEN	15.00	Officer	$0	$0	$0
RICHARD GILMAN	SECRETARY	20.00	Officer	$3,000	$0	$3,000
JOHN ALEXANDER	TREASURER	15.00	Officer	$0	$0	$0
JASON MEDLOCK	SENIOR DEACON	15.00	Officer	$0	$0	$0
JOEY MURRAY	JUNIOR DEACON	15.00	Officer	$0	$0	$0
BRIAN KELSO	SENIOR STEWART	15.00	Officer	$0	$0	$0
MIGUEL CANALES	TILER	15.00	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
2025	$392,224	$80,468	$634,427	$311,756

ANCIENT FREE & ACCEPTED MASONS OF RICHARDSON LODGE #1214