Free and Accepted Masons Mill Valley Lodge No 356 (EIN 237573429) - 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

1903

Legal Domicile

Principal Officer

Thomas Benoit

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Mill Valley Lodge No 356, founded in 1903, is a small nonprofit that reported $125K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $95K, a strong 76% operating margin.

Mission

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

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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 $3,100

Program Service Revenue $6,780

Investment Income $115,448

Other Revenue $0

TOTAL REVENUE $125,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,062

Fundraising Expenses $0

Other Expenses $21,821

TOTAL EXPENSES $29,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,328	$183,978	-0.3%
Expenses	$29,883	$31,627	-0.1%
Net Income	$95,445	$152,351	-0.4%

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

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

$7,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victor Hanson	Secretary	6.00	Officer	$7,200	$0	$7,200
Robert Grehan	Senior Warden	4.00	Officer	$0	$0	$0
Thomas Benoit	Master	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
2024	No data	No data	No data	No data
2023	$125,328	$29,883	$845,865	$95,445
2022	$183,978	$31,627	$662,045	$152,351
2021	$126,539	$23,051	$625,986	$103,488
2020	$23,488	$17,714	$510,676	$5,774
2018	$80,116	$28,706	$359,143	$51,410

Free and Accepted Masons Mill Valley Lodge No 356