ANCIENT FREE & ACCEPTED MASONS CO LUPTON LODGE NO 119 AF & AM (EIN 237144488) - 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

1904

Legal Domicile

Principal Officer

RICHARD CARROLL

Phone

3038572615

Tax Period

2024-01-01 to 2024-12-31

ANCIENT FREE & ACCEPTED MASONS CO LUPTON LODGE NO 119 AF & AM, founded in 1904, is a micro nonprofit that reported $65K in total revenue in fiscal year 2024. Revenue surged 400% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 20% operating margin.

Mission

A PHILANTHROPIC MASONIC ORGANIZATION WHICH SEEKS TO PROMOTE THE WELFARE OF OTHERS, DISTRIBUTING BENEVOLENCE TO THE COMMUNITY BY DONATING MONEY TO GOOD CAUSES, INCLUDING THE MEDICAL NEEDS OF FINANCIALLY DISTRESSED INDIVIDUALS, HIGH SCHOOL AND COLLEGE STUDENT SCHOLARSHIPS, AND DONATIONS TO FOOD BANKS AND OTHER CHARITABLE ORGANIZATIONS.

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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 $2,567

Program Service Revenue $0

Investment Income $15,697

Other Revenue $46,728

TOTAL REVENUE $64,992

Expense Breakdown

Grants Paid $19,760

Salaries & Benefits $5,355

Fundraising Expenses $0

Other Expenses $26,752

TOTAL EXPENSES $51,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$64,992	$12,996	+4.0%
Expenses	$51,867	$9,707	+4.3%
Net Income	$13,125	$3,289	+3.0%

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

N/A

Independent Members

N/A

Employees

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
RICHARD CARROLL	WORSHIPFUL M	N/A	Officer	$0	$0	$0
MARTIN SUGG	TREASURER	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	$64,992	$51,867	$979,380	$13,125
2023	$80,260	$93,405	$962,966	$-13,145
2023	$12,996	$9,707	$966,255	$3,289
2021	$81,155	$72,593	$951,959	$8,562
2020	$113,281	$73,529	$909,021	$39,752
2019	$132,623	$69,590	$844,648	$63,033

ANCIENT FREE & ACCEPTED MASONS CO LUPTON LODGE NO 119 AF & AM