SIMON W ROBINSON LODGE AF & AM (EIN 237170377) - 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

1918

Legal Domicile

Principal Officer

MATTHEW GERRISH

Phone

6178762030

Tax Period

2024-09-01 to 2025-08-31

SIMON W ROBINSON LODGE AF & AM, founded in 1918, is a small nonprofit that reported $471K in total revenue in fiscal year 2024. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 31% operating margin.

Mission

ORGANIZATION HOLDS MEETINGS ON A MONTHLY BASIS. THEY ARE OPEN TO ALL MEMBERS OF THE FRATERNITY. THE PRIMARY PURPOSE OF THE MEETINGS IS TO PROMOTE FRATERNAL FRIENDSHIP, INITIATE NEW CANDIDATES AND PARTICIPATE IN COMMUNITY CHARITABLE ENDEAVORS.

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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 $42,356

Program Service Revenue $0

Investment Income $69,578

Other Revenue $359,383

TOTAL REVENUE $471,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $327,287

TOTAL EXPENSES $327,287

Year-over-Year Comparison

	2024	2023	Change
Revenue	$471,317	$177,002	+1.7%
Expenses	$327,287	$256,894	+0.3%
Net Income	$144,030	$-79,892	-2.8%

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

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
TOMAS ALESSI	TRUSTEE	N/A	Director	$0	$0	$0
KEN LONGO	TRUSTEE	N/A	Director	$0	$0	$0
RAFAEL MARINHO	TRUSTEE	N/A	Director	$0	$0	$0
RAFET A ELANANZEH	MASTER	N/A	Officer	$0	$0	$0
MATTHEW GERRISH	TREASURER	N/A	Officer	$0	$0	$0
VICTOR G LAVALLE	SENIOR WARDE	N/A	Officer	$0	$0	$0
ARMEN M ZILDJIAN	SECRETARY	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
2025	$471,317	$327,287	$3,796,311	$144,030
2024	$177,002	$256,894	$3,687,281	$-79,892
2023	$101,722	$123,439	$2,142,513	$-21,717
2022	$158,282	$108,057	$2,068,975	$50,225
2021	$411,401	$124,122	$2,366,410	$287,279
2020	$216,938	$105,001	$2,129,131	$111,937
2019	$56,818	$106,043	$2,047,194	$-49,225
2018	$137,095	$122,628	$2,101,419	$14,467

SIMON W ROBINSON LODGE AF & AM