WESTGATE LODGE 623 FAM

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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

1913

Legal Domicile

Principal Officer

Matthew J McCoy

Phone

6142746330

Tax Period

2024-10-01 to 2025-09-30

WESTGATE LODGE 623 FAM, founded in 1913, is a micro nonprofit that reported $45K in total revenue in fiscal year 2024. Net assets of $599K represent 159 months of operating reserves.

Mission

Fraternal brotherhood to make men better; Charity; Strengthening the community

Program Service Accomplishments

Program 1

Expenses: $5,546 Revenue: $2,791

Fraternal teachings to membership; Charitable support to adjunct masonic youth International Order of Jobs Daughters International Order of the Rainbow for Girls and The Order of Demolay; Charitable support for Special Olympics; Charitable Support for Veterans Association Hospitals; charitable support for other masonic charities and active support of the local neighborhood association Westgate Neighbors Association. This support is from a membership which encourages social discourse with the general public at large hosting and supporting community meals produce markets gatherings and educational activities for both adults and children

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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 $16,575

Program Service Revenue $0

Investment Income $5,193

Other Revenue $23,549

TOTAL REVENUE $45,317

Expense Breakdown

Grants Paid $5,546

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,546

Other Expenses $42,353

TOTAL EXPENSES $47,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,317	$44,541	+0.0%
Expenses	$47,899	$44,707	+0.1%
Net Income	$-2,582	$-166	+14.6%

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
Cory A Miller	Trustee	5.00	Director	$0	$0	$0
Darius J Ford	Trustee	5.00	Director	$0	$0	$0
Robert W Parsons	Trustee	5.00	Director	$0	$0	$0
Matthew J McCoy	Worshipful Master	5.00	Officer	$0	$0	$0
Tony R Bare	Senior Warden	7.00	Officer	$0	$0	$0
RJ Lucas	Junior Warden	7.00	Officer	$0	$0	$0
Roger A Naus Jr	Treasurer	7.00	Officer	$0	$0	$0
Gary K Jones	Secretary	7.00	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
2025	$45,317	$47,899	$598,730	$-2,582
2024	$44,541	$44,707	$601,312	$-166
2023	$51,966	$47,942	$601,478	$4,024
2022	$46,380	$53,757	$597,455	$-7,377
2021	$41,640	$37,285	$604,830	$4,355
2020	$42,379	$28,763	$600,475	$13,616