Free and Accepted Masons of Ohio Yeatman Lodge 162 (EIN 310287487) - 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

Principal Officer

Marlon Ruth

Phone

5134740483

Tax Period

2023-10-01 to 2024-09-30

Free and Accepted Masons of Ohio Yeatman Lodge 162 is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 67% operating margin.

Mission

Community service

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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 $7,063

Program Service Revenue $0

Investment Income $133,881

Other Revenue $20,722

TOTAL REVENUE $161,666

Expense Breakdown

Grants Paid $5,951

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $47,106

TOTAL EXPENSES $53,057

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,666	$85,135	+0.9%
Expenses	$53,057	$60,287	-0.1%
Net Income	$108,609	$24,848	+3.4%

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

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
J Michael Smith	Trustee	5.00	Director	$0	$0	$0
Frank Triantos	Trustee	5.00	Director	$0	$0	$0
Charles Barker	Trustee	5.00	Director	$0	$0	$0
Mike Brown	LEO	5.00	Director	$0	$0	$0
Phil Buscema	Worshipful Mast	10.00	Officer	$0	$0	$0
Greg Hayes	Senior Warden	10.00	Officer	$0	$0	$0
John Mullen	Junior Warden	10.00	Officer	$0	$0	$0
David Levine	Secretary	10.00	Officer	$0	$0	$0
Marlon Ruth	Treasurer	10.00	Officer	$0	$0	$0
Josh Prows	Senior Deacon	5.00	Officer	$0	$0	$0
Alex Hayes	Junior Deacon	5.00	Officer	$0	$0	$0
Norman Eikes	Tyler	5.00	Officer	$0	$0	$0
Kasey Ladd	Sr Steward	5.00	Officer	$0	$0	$0
David Alexander	Jr Steward	5.00	Officer	$0	$0	$0
Chrles Barker	Chaplan	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
2024	$161,666	$53,057	$933,618	$108,609
2023	$85,135	$60,287	$822,817	$24,848
2022	$-78,945	$69,740	$797,366	$-148,685
2021	$137,034	$65,239	$947,007	$71,795
2020	$41,750	$62,576	$875,640	$-20,826

Free and Accepted Masons of Ohio Yeatman Lodge 162