Patmos Lodge No 97 AF&AM (EIN 480121258) - 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

1900

Legal Domicile

Principal Officer

William R Pollard

Phone

3163223850

Tax Period

2024-01-01 to 2024-12-31

Patmos Lodge No 97 AF&AM, founded in 1900, is a small nonprofit that reported $244K in total revenue in fiscal year 2024. Revenue surged 2689% from the prior year, signaling strong growth momentum. The organization ran a surplus of $232K, a strong 95% operating margin.

Mission

We are a local Lodge of Free and Accepted Masons We are primarily fraternity We also participate in local charities and encourage our members to volunteer in the local community

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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 $8,164

Program Service Revenue $0

Investment Income $234,654

Other Revenue $1,320

TOTAL REVENUE $244,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,549

TOTAL EXPENSES $12,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$244,138	$8,754	+26.9%
Expenses	$12,549	$10,129	+0.2%
Net Income	$231,589	$-1,375	-169.4%

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
WILLIAM R POLLARD	Worshipful Master	2.00	Officer	$0	$0	$0
RANDIE WHITESIDE	Senior Warden	1.00	Officer	$0	$0	$0
SCOTT STARKEY	Junior Warden	1.00	Officer	$0	$0	$0
LELAND M PETERSON JR	Treasurer	2.00	Officer	$0	$0	$0
GARRET S HACKLER	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
2024	$244,138	$12,549	$277,160	$231,589

Patmos Lodge No 97 AF&AM