ANCIENT FREE & ACCEPTED MASONS OF … - 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

Formation Year

1927

Legal Domicile

Principal Officer

DANIEL PETERSON

Phone

2108546351

Tax Period

2024-04-01 to 2025-03-31

ANCIENT FREE & ACCEPTED MASONS OF ND - FORT UNION LODGE 128, founded in 1927, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 87% operating margin.

Mission

FORT UNION LODGE 128 IS A FRATERNAL NON-PROFIT ORGANIZATION COMMITTED TO THE ASSISTANCE OF IT MEMBERS, COMMUNITY, AND NATION. CHARITABLE FINANCIAL DONATIONS ARE MADE BY THIS ORGANIZATION FOR THE EDUCATIONAL NEEDS OF STUDENTS AND COMMUNITY PROJECTS THAT BENEFIT THE GENERAL

Program Service Accomplishments

Program 1

COMMUNITY PROJECTS

Program 2

SCHOLARSHIPS

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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 $0

Program Service Revenue $0

Investment Income $359,575

Other Revenue $1,995,090

TOTAL REVENUE $2,354,665

Expense Breakdown

Grants Paid $107,902

Salaries & Benefits $105

Fundraising Expenses $0

Other Expenses $200,294

TOTAL EXPENSES $312,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,354,665	$1,780,007	+0.3%
Expenses	$312,586	$258,058	+0.2%
Net Income	$2,042,079	$1,521,949	+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

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
DWITE BEW	FUNDS TRUSTE	1.00	Director	$0	$0	$0
PATRICK FEENEY	TREASURER	2.00	Officer Director	$0	$0	$0
BLAKE HOLMAN	W MASTER	1.00	Officer Director	$0	$0	$0
BRUCE KETTLE	SR STEWARD	1.00	Director	$0	$0	$0
DEREK KLANG	TYLER	1.00	Director	$0	$0	$0
WAYNE NELSON	SR WARDEN	1.00	Officer Director	$0	$0	$0
JOSH NORBY	JR DEACON	1.00	Director	$0	$0	$0
JOHN PANTAGES	CHAPLAIN	1.00	Director	$0	$0	$0
MARK PANTAGES	JR STEWARD	1.00	Director	$0	$0	$0
DANIEL PETERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVEN STENEHJEM	FUNDS TRUSTE	1.00	Director	$0	$0	$0
CJ THORNE	JR WARDEN	1.00	Officer Director	$0	$0	$0
BLAKE WOLD	SR DEACON	1.00	Director	$0	$0	$0
DUANE WOLD	FUNDS TRUSTE	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
2025	$2,354,665	$312,586	$11,629,032	$2,042,079
2024	$1,780,007	$258,058	$9,625,337	$1,521,949
2023	$1,930,280	$485,070	$8,151,175	$1,445,210
2022	$1,634,687	$736,932	$6,705,965	$897,755
2021	$781,209	$139,307	$5,808,210	$641,902
2020	$1,812,940	$808,911	$5,166,308	$1,004,029
2019	$1,902,345	$655,519	$4,162,279	$1,246,826

ANCIENT FREE & ACCEPTED MASONS OF ND - FORT UNION LODGE 128