ALPHA MASONIC LODGE #729 (EIN 310667274) - 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

1955

Legal Domicile

Principal Officer

DENNY PUTERBAUGH

Phone

9373127315

Tax Period

2023-01-01 to 2023-12-31

ALPHA MASONIC LODGE #729, founded in 1955, is a micro nonprofit that reported $72K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $98K exceeded revenue, resulting in a 35% operating deficit.

Mission

MASONIC FRATERNAL ORGANIZATION

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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 $31,504

Program Service Revenue $0

Investment Income $17,994

Other Revenue $22,918

TOTAL REVENUE $72,416

Expense Breakdown

Grants Paid $3,990

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $94,019

TOTAL EXPENSES $98,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,416	$110,805	-0.3%
Expenses	$98,009	$64,141	+0.5%
Net Income	$-25,593	$46,664	-1.5%

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

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
TODD COCHRAN	TRUSTEE	1.00	Director	$0	$0	$0
GARY W SHIFFLETT	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN HOLLEY	MASTER	2.00	Officer Director	$0	$0	$0
MARK FISKE	SR WARDEN	1.00	Officer Director	$0	$0	$0
SCOTT BEIRISE	JR WARDEN	1.00	Officer Director	$0	$0	$0
DENNIS PUTERBAUGH	TREASURER	1.00	Officer Director	$0	$0	$0
LOUIS IMUNDO	SECRETARY	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$72,416	$98,009	$1,115,479	$-25,593
2022	$110,805	$64,141	$1,077,693	$46,664
2021	$77,637	$50,543	$1,085,405	$27,094
2020	$57,464	$101,542	$1,006,293	$-44,078
2019	$240,809	$72,414	$1,038,037	$168,395

ALPHA MASONIC LODGE #729