MOST WORSHIPFUL UNION GRAND LODGE FREE & ACCEPTED MASONS PHA FLORIDA (EIN 590814963) - 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

1964

Legal Domicile

Principal Officer

JEFFERY G JONES

Phone

8502941750

Tax Period

2023-01-01 to 2023-12-31

MOST WORSHIPFUL UNION GRAND LODGE FREE & ACCEPTED MASONS PHA FLORIDA, founded in 1964, is a community nonprofit in the Mutual Benefit sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $2.8M represent 32 months of operating reserves.

Mission

MASONIC LODGE

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,021,935

Program Service Revenue $0

Investment Income $0

Other Revenue $48,231

TOTAL REVENUE $1,070,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,702

Fundraising Expenses $0

Program Expenses $952,930

Other Expenses $962,885

TOTAL EXPENSES $1,076,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,070,166	$869,014	+0.2%
Expenses	$1,076,587	$963,490	+0.1%
Net Income	$-6,421	$-94,476	-0.9%

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

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
JEFFERY G JONES	PRESIDENT	N/A	Officer	$0	$0	$0
MELVIN F WRIGHT	TREASURER	N/A	Officer	$0	$0	$0
TOMMIE WRIGHT	SECRETARY	N/A	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	No data	No data	No data	No data
2023	$1,070,166	$1,076,587	$2,830,813	$-6,421
2022	$869,014	$963,490	$2,892,527	$-94,476
2021	$991,428	$993,727	$3,026,088	$-2,299
2020	$548,063	$537,940	$2,882,922	$10,123
2019	$902,515	$858,271	$2,850,519	$44,244
2018	$867,571	$823,368	$2,973,156	$44,203

MOST WORSHIPFUL UNION GRAND LODGE FREE & ACCEPTED MASONS PHA FLORIDA