Free and Accepted Masons of CA Atascadero Lodg 493 (EIN 352366211) - 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

1920

Legal Domicile

Principal Officer

Conor J Moorman

Tax Period

2019-01-01 to 2019-12-31

Free and Accepted Masons of CA Atascadero Lodg 493, founded in 1920, is a small nonprofit that reported $405K in total revenue in fiscal year 2019. Revenue surged 2573% from the prior year, signaling strong growth momentum. The organization ran a surplus of $396K, a strong 98% operating margin.

Mission

A man who strives to improve himself can alsoimprove his community and the world at large. This is the mission of the Masons ofCalifornia. Through Masonic principles and tradition, we foster personal growth andimprove the lives of others.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,687

Program Service Revenue $8,963

Investment Income $393,803

Other Revenue $48

TOTAL REVENUE $404,501

Expense Breakdown

Grants Paid $125

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,629

TOTAL EXPENSES $8,754

Year-over-Year Comparison

	2019	2018	Change
Revenue	$404,501	$15,131	+25.7%
Expenses	$8,754	$15,832	-0.4%
Net Income	$395,747	$-701	-565.5%

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

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
Conor J Moorman	Master	4.00	Officer	$0	$0	$0
Daniel E Bolton	Senior Warden	4.00	Officer	$0	$0	$0
Lawence P Olsen	Junior Warden	4.00	Officer	$0	$0	$0
Patrick J Behr	Treasurer	6.00	Officer	$0	$0	$0
Charles B Brownell	Secretary	4.00	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
2019	$404,501	$8,754	$469,562	$395,747

Free and Accepted Masons of CA Atascadero Lodg 493