Ancient Free & Accepted Masons of Texas Plano Masonic Lodge 768 AF& AM (EIN 237182862) - 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

1894

Legal Domicile

Principal Officer

Michael Minton

Phone

9723804900

Tax Period

2024-07-01 to 2025-06-30

Ancient Free & Accepted Masons of Texas Plano Masonic Lodge 768 AF& AM, founded in 1894, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. The organization ran a surplus of $28K, a strong 54% operating margin.

Mission

Fraternal Organization-Support Local Schools and the community in which we operate

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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 $21,530

Program Service Revenue $0

Investment Income $31,023

Other Revenue $5

TOTAL REVENUE $52,558

Expense Breakdown

Grants Paid $5,500

Salaries & Benefits $200

Fundraising Expenses $0

Other Expenses $18,717

TOTAL EXPENSES $24,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,558	$51,292	+0.0%
Expenses	$24,417	$29,829	-0.2%
Net Income	$28,141	$21,463	+0.3%

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

215

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

$200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Colwell	Secretary	15.00	Officer	$200	$0	$200
Steve Reed	Senior Warden	5.00	Officer	$0	$0	$0
David Banastre	Junior Warden	5.00	Officer	$0	$0	$0
Michael Minton	Worship Master	10.00	Officer	$0	$0	$0
Phillip Morgan	Treasurer	5.00	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	$52,558	$24,417	$959,439	$28,141
2024	$51,292	$29,829	$932,128	$21,463
2023	$45,087	$26,096	$909,976	$18,991
2022	$4,077	$26,651	$887,958	$-22,574
2021	$58,710	$24,053	$751,970	$34,657

Ancient Free & Accepted Masons of Texas Plano Masonic Lodge 768 AF& AM