UNIVERSITY HEIGHTS LODGE NO738 F& … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

TO CONDUCT MASONIC ACTIVITIES FOR THE BENEFIT OF ITS MEMBERS AND THE MASONIC FRATERNITY AT LARGE. UNIVERSITY HEIGHTS LODGE IS CHARTERED BY THE GRAND LODGE OF OHIO AND IS REQUIRED TO ABIDE BY ITS RULES AND REGULATIONS.

Program Service Accomplishments

Program 1

MEETINGS ARE HELD ON THE FIRST AND THIRD THURSDAY OF EACH MONTH, EXCEPT DURING JULY AND AUGUST, AT THE LYNDHURST MASONIC CENTER. LIGHT REFRESHMENTS ARE PROVIDED AFTER EACH MEETING TO MEMBERS AND...

MEETINGS ARE HELD ON THE FIRST AND THIRD THURSDAY OF EACH MONTH, EXCEPT DURING JULY AND AUGUST, AT THE LYNDHURST MASONIC CENTER. LIGHT REFRESHMENTS ARE PROVIDED AFTER EACH MEETING TO MEMBERS AND GUESTS IN ATTENDANCE. A LIGHT DINNER PRECEDING THE MEETING IS PROVIDED ON SELECTED DATES. MASONIC APRONS, BOOKS, TOKEN SYMBOLS, AND OTHER MASONIC SUPPLIES ARE USED IN THE INTITIATION OF NEW MEMBERS AND IN THE CONDUCT OF MEETINGS.

Program 2

SOCIAL EVENTS, BOTH MEMBERS-ONLY AND THOSE OPEN TO SPOUSES, FAMILY, AND GUESTS, ARE HELD AT VARIOUS TIMES DURING THE YEAR AT LOCAL AREA CATERING PLACES. THE WINTER SOCIAL WAS THE MOST SIGNIFICANT AND MOST EXPENSIVE. MASONIC PROGRAM EVENTS ARE HELD IN THE LODGE BUILDING WITH REFERSHMENTS FOLLOWING. DINNER PRECEDES SELECTED PROGRAM MEETINGS. MEMBERS PURCHASE TICKETS FOR SELECTED DINNER EVENTS AND OTHER EVENTS OF SIGNIFICANT EXPENSE.

Program 3

UNIVERSITY HEIGHTS LODGE CONTRIBUTES TIME AND MONEY TO VARIOUS MASONIC ORGANIZATIONS AND VARIOUS NON-MASONIC IRC SECTION 501(C)3 CHARITIES IN THE GREATER CLEVELAND AREA. 501(C)3 ORGANIZATIONS ARE...

UNIVERSITY HEIGHTS LODGE CONTRIBUTES TIME AND MONEY TO VARIOUS MASONIC ORGANIZATIONS AND VARIOUS NON-MASONIC IRC SECTION 501(C)3 CHARITIES IN THE GREATER CLEVELAND AREA. 501(C)3 ORGANIZATIONS ARE SELECTED BY A COMMITTEE PER ITS RESEARCH AND INVESTIGATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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