UNIVERSITY HEIGHTS LODGE NO738 F& AM (EIN 340769942) - 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

1952

Legal Domicile

Principal Officer

DENNIS A LINDEN

Phone

2165251093

Tax Period

2023-09-01 to 2024-08-31

UNIVERSITY HEIGHTS LODGE NO738 F& AM, founded in 1952, is a micro nonprofit that reported $34K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

MASONIC PROGRAMS AND ACTIVITIES FOR 135 MEMBERS, PLUS VISITING MASONS AND GUESTS MAINLY FROM THE NORTHEAST OHIO AREA. MAIN ACTIVITIES: PRESENTING MASONIC DEGREES TO INCOMING MEMBERS, MASONIC FUNERAL SERVICES, CHARITY, QUARTERLY NEWSLETTER, SOCIAL EVENTS, AND MASONIC EDUCATION.

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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 $7,782

Program Service Revenue $3,429

Investment Income $22,687

Other Revenue $131

TOTAL REVENUE $34,029

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,438

Fundraising Expenses $0

Other Expenses $29,853

TOTAL EXPENSES $36,291

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,029	$53,826	-0.4%
Expenses	$36,291	$65,359	-0.4%
Net Income	$-2,262	$-11,533	-0.8%

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

135

Independent Members

N/A

Employees

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

$5,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PADLEY	TRUSTEE	0.00	Director	$0	$0	$0
MATTHEW NEWBERRY	TRUSTEE	0.00	Director	$0	$0	$0
HOWARD LEV	TRUSTEE	0.00	Director	$0	$0	$0
AARNE LILLO	SECRETARY	8.00	Officer	$2,200	$0	$2,200
DENNIS LINDEN	TREASURER	8.00	Officer	$2,200	$0	$2,200
JEFFREY MOSS	TYLER	3.00	Officer	$1,100	$0	$1,100
HUGH HARRIS	CHAPLAIN	3.00	Officer	$200	$0	$200
BLAIR ARBUCKLE	SENIOR DEACON	3.00	Officer	$0	$0	$0
ROGER NEWBERRY	SENIOR WARDEN	3.00	Officer	$0	$0	$0
FRANKLIN KODISH	JUNIOR WARDEN	3.00	Officer	$0	$0	$0
HENRY MANKOWSKI	LODGE EDUCATION OFFICER	3.00	Officer	$0	$0	$0
JEFFREY STRAH	WORSHIPFUL MASTER	5.00	Officer	$0	$0	$0
RONI TAXER	CHAPLAIN	3.00	Officer	$200	$0	$200
LESTER LEVINE	JUNIOR STEWARD	3.00	Officer	$0	$0	$0
FRANKLIN THOMPSON	JUNIOR DEACON	3.00	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	$34,029	$36,291	No data	$-2,262
2023	$53,826	$65,359	$757,394	$-11,533
2022	$54,883	$175,173	$789,922	$-120,290
2021	$64,545	$24,176	$956,129	$40,369
2019	$67,807	$73,966	$867,611	$-6,159
2018	$62,257	$73,512	$825,893	$-11,255

UNIVERSITY HEIGHTS LODGE NO738 F& AM