Yorba Linda Masonic Temple Association (EIN 237159942) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Richard E Nichols Jr

Tax Period

2019-01-01 to 2019-12-31

Yorba Linda Masonic Temple Association, founded in 1999, is a micro nonprofit that reported $82K in total revenue in fiscal year 2019. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

Yorba Linda Masonic Temple Association operates exclusively as a supporting organization of the Yorba Linda Lodge No. 469, an exempt organization under 501(c)10.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $2,496

Program Service Revenue $77,984

Investment Income $7

Other Revenue $1,607

TOTAL REVENUE $82,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $67,390

TOTAL EXPENSES $67,390

Year-over-Year Comparison

	2019	2018	Change
Revenue	$82,094	$93,678	-0.1%
Expenses	$67,390	$94,236	-0.3%
Net Income	$14,704	$-558	-27.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Neligan	Secretary	6.00	Officer Director	$0	$0	$0
Bill D Greganti	Director	2.00	Director	$0	$0	$0
Kory S Levoy	Director	2.00	Director	$0	$0	$0
Matthew P Kari	Director	2.00	Director	$0	$0	$0
Thomas C Watts III	Director	2.00	Director	$0	$0	$0
Ron Rad	Director	2.00	Director	$0	$0	$0
Richard E Nichols Jr	President	4.00	Officer	$0	$0	$0
Steven W Meisenheimer	Vice President	4.00	Officer	$0	$0	$0
James J Barden	Treasurer	6.00	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
2019	$82,094	$67,390	$309,998	$14,704
2018	$93,678	$94,236	$297,294	$-558

Yorba Linda Masonic Temple Association