FREE & ACCEPTED MASONS OF INDIANA BEECH GROVE LODGE #694 (EIN 351045164) - 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

1913

Legal Domicile

Principal Officer

HARRY A MORRIS

Phone

3176912590

Tax Period

2021-12-01 to 2022-11-30

FREE & ACCEPTED MASONS OF INDIANA BEECH GROVE LODGE #694, founded in 1913, is a micro nonprofit that reported $28K in total revenue in fiscal year 2021. Expenses of $67K exceeded revenue, resulting in a 139% operating deficit.

Mission

FRATERNAL ORGANIZATION DEDICATED TO PATRIOTISM, MORALITY, CHARITY, RELIGIOUS TOLERANCE, AND FREEDOM. WE STRIVE TO FURTHER THESE IDEALS BY EDUCATION AND SUPPORT OF OUR MEMBERSHIP AND COMMUNITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $27,941

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $27,941

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,872

Other Expenses $66,872

TOTAL EXPENSES $66,872

Year-over-Year Comparison

	2021	2020	Change
Revenue	$27,941	N/A	N/A
Expenses	$66,872	N/A	N/A
Net Income	$-38,931	N/A	N/A

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

147

Independent Members

147

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
KEVIN R UPSHAW	TRUSTEE	020.00	Director	$0	$0	$0
TRAVIS LEI CROSS	TRUSTEE	010.00	Director	$0	$0	$0
JOHN M TAYLOR	TRUSTEE	020.00	Director	$0	$0	$0
JAMES T WHEATLEY	WORSHIPFUL MASTER	020.00	Officer	$0	$0	$0
ALEXANDER T FAY	SR WARDEN	010.00	Officer	$0	$0	$0
DAVID P IRWIN	JR WARDEN	010.00	Officer	$0	$0	$0
ROY F MILLS	TREASURER	020.00	Officer	$0	$0	$0
HARRY A MORRIS	SECRETARY	030.00	Officer	$0	$0	$0
ROBERT E MULLEN	SR DEACON	010.00	Officer	$0	$0	$0
ADRIEAN WHITE	JR DEACON	010.00	Officer	$0	$0	$0
ROGER A NEWMAN	CHAPLAIN	010.00	Officer	$0	$0	$0
DAVID POLSON	SR STEWARD	010.00	Officer	$0	$0	$0
JUNIOR L ANDERSEN	JR STEWARD	010.00	Officer	$0	$0	$0
WAYNE D SAUSVILLE	TYLER	010.00	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
2022	$27,941	$66,872	$232,899	$-38,931

FREE & ACCEPTED MASONS OF INDIANA BEECH GROVE LODGE #694