VISTA Masonic Lodge #215 (EIN 237590417) - 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

1954

Legal Domicile

Principal Officer

Jeremiah Pruitt

Phone

5035808309

Tax Period

2024-01-01 to 2024-12-31

VISTA Masonic Lodge #215, founded in 1954, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue surged 198% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 60% operating margin.

Mission

Support of Youth Activities Support of Public Schools Philantropic service to enrich the lives of our communities

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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 $477

Program Service Revenue $0

Investment Income $144,131

Other Revenue $800

TOTAL REVENUE $145,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,229

Other Expenses $58,159

TOTAL EXPENSES $58,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,408	$48,736	+2.0%
Expenses	$58,159	$69,367	-0.2%
Net Income	$87,249	$-20,631	-5.2%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BEARMAN	Worshipful Master	20.00	Officer	$0	$0	$0
MIKE WEIR	Senior Warden	20.00	Officer	$0	$0	$0
PHILIP DE LONG	Secretary	20.00	Officer	$0	$0	$0
MIKE THOMAS	Treasurer	20.00	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	$145,408	$58,159	$1,255,480	$87,249
2023	$48,736	$69,367	$1,273,663	$-20,631
2022	$43,331	$54,126	$1,294,295	$-10,795
2021	$111,074	$64,677	$1,305,067	$46,397
2020	$31,860	$49,524	$1,258,670	$-17,664

VISTA Masonic Lodge #215