Oakville Lodge No 599 Free and Acc… - Form 990 Financial Data

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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

Legal Domicile

Phone

9013033918

Tax Period

2019-01-01 to 2019-12-31

Oakville Lodge No 599 Free and Accepted Masons is a small nonprofit that reported $155K in total revenue in fiscal year 2019. The organization ran a surplus of $99K, a strong 64% operating margin.

Mission

Fraternal organization providing facilities and fraternal services to it's members for meetings and functions.

Program Service Accomplishments

Program 1

Expenses: $55,608

Educational scholarships were made available to applicants and awarded based on prior grade point averages and community service.

Program 2

The organization provided facilities and fraternal services to it's members for meetings and functions.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,640

Investment Income $147,645

Other Revenue $2,257

TOTAL REVENUE $154,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Program Expenses $55,608

Other Expenses $49,608

TOTAL EXPENSES $55,608

Year-over-Year Comparison

	2019	2018	Change
Revenue	$154,542	$-35,793	-5.3%
Expenses	$55,608	$65,760	-0.2%
Net Income	$98,934	$-101,553	-2.0%

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

Independent Members

N/A

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

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gerald Groh	Secretary	8.00	Director	$4,200	$0	$4,200
Ronnie Mills	Treasurer	6.00	Director	$1,800	$0	$1,800
Marty Leavell	Master	1.00	Director	$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	$154,542	$55,608	$816,496	$98,934

Oakville Lodge No 599 Free and Accepted Masons