MT VERNON LODGE NO 497 (EIN 350873958) - 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

1948

Legal Domicile

Principal Officer

Wesley Harris

Phone

8128383664

Tax Period

2024-05-01 to 2025-04-30

MT VERNON LODGE NO 497, founded in 1948, is a small nonprofit that reported $123K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $149K exceeded revenue, resulting in a 21% operating deficit.

Mission

The organization unites its members in the bonds of fraternity benevolence and charity

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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 $9,646

Program Service Revenue $0

Investment Income $381

Other Revenue $112,686

TOTAL REVENUE $122,713

Expense Breakdown

Grants Paid $17,748

Salaries & Benefits $49,979

Fundraising Expenses $0

Other Expenses $81,195

TOTAL EXPENSES $148,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,713	$112,683	+0.1%
Expenses	$148,922	$128,748	+0.2%
Net Income	$-26,209	$-16,065	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON ROBISON	VICE PRESIDENT	1.00	Officer	$0	$0	$0
WESLEY HARRIS	ADMINISTRATOR	1.00	Officer	$0	$0	$0
JOHN WALKER	TRUSTEE	1.00	Officer	$0	$0	$0
ALBON RAMZA	TREASURER	1.00	Officer	$0	$0	$0
MARTY O'NIEL	CHAPLIN	1.00	Officer	$0	$0	$0
KYLE ELLIS	TRUSTEE	1.00	Officer	$0	$0	$0
WILLIAM MATTHEWS	PRESIDENT	1.00	Officer	$0	$0	$0
JOE O'NEIL	TRUSTEE	1.00	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	$122,713	$148,922	$96,984	$-26,209
2024	$112,683	$128,748	$116,381	$-16,065
2023	$120,430	$129,612	$103,892	$-9,182
2022	$116,696	$115,410	$111,360	$1,286
2021	$75,339	$79,267	$89,077	$-3,928
2020	$68,796	$63,293	$56,547	$5,503
2019	$42,620	$39,275	$51,508	$3,345

MT VERNON LODGE NO 497