MASTER WARDENS & MEMBERS JOSEPH WARREN-SOLEY LODGE AF & AM (EIN 237165996) - 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

1983

Legal Domicile

Principal Officer

ION C ABRAHAM

Phone

7816528699

Tax Period

2023-09-01 to 2024-08-31

MASTER WARDENS & MEMBERS JOSEPH WARREN-SOLEY LODGE AF & AM, founded in 1983, is a small nonprofit that reported $243K in total revenue in fiscal year 2023. Revenue surged 80% from the prior year, signaling strong growth momentum. Net assets of $1.8M represent 90 months of operating reserves.

Mission

TO FOSTER FRIENDSHIP AND BROTHERHOOD THROUGH MEMBERSHIP IN MASONIC 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 $9,751

Program Service Revenue $0

Investment Income $232,891

Other Revenue $0

TOTAL REVENUE $242,642

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $217,050

Other Expenses $216,300

TOTAL EXPENSES $246,300

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,642	$135,029	+0.8%
Expenses	$246,300	$177,190	+0.4%
Net Income	$-3,658	$-42,161	-0.9%

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
JOHN CROCKETT	TRUSTEE	5.00	Director	$0	$0	$0
JAMES MALOY	ASST. SECRETARY & TRUSTEE	10.00	Officer Director	$0	$0	$0
MALCOLM BURWELL	TRUSTEE AND CHAIR	3.00	Director	$0	$0	$0
ALI S RAJA	MASTER	20.00	Officer	$0	$0	$0
ALAN O VOGT	SENIOR WARDEN & ASST TREASURER	5.00	Officer	$0	$0	$0
KEAVIN DUFFY JR	JUNIOR WARDEN	5.00	Officer	$0	$0	$0
JAMES K ENILA	SECRETARY	5.00	Officer	$0	$0	$0
ION C ABRAHAM	TREASURER	4.00	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	No data	No data	No data	No data
2024	$242,642	$246,300	$1,813,292	$-3,658
2023	$135,029	$177,190	$1,816,950	$-42,161
2022	$113,162	$150,442	$1,859,111	$-37,280

MASTER WARDENS & MEMBERS JOSEPH WARREN-SOLEY LODGE AF & AM