DESOTO LODGE #299 FREE & ACCEPTED MASONS (EIN 620115096) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1863

Legal Domicile

Principal Officer

ELBERT E MARTZ

Phone

9018374579

Tax Period

2024-01-01 to 2024-12-31

DESOTO LODGE #299 FREE & ACCEPTED MASONS, founded in 1863, is a small nonprofit in the Mutual Benefit sector that reported $128K in total revenue in fiscal year 2024. Revenue surged 492% from the prior year, signaling strong growth momentum. Net assets of $1.6M represent 152 months of operating reserves.

Mission

THE ORGANIZATION PROVIDES FACILITIES AND SERVICES TO ITS MEMBERS FOR MEETINGS AND OTHER FUNCTIONS; AND ASSISTANCE TO NEEDY MEMBERS AND THEIR FAMILIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,892

Program Service Revenue $0

Investment Income $124,597

Other Revenue $0

TOTAL REVENUE $128,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,810

Fundraising Expenses $0

Other Expenses $123,066

TOTAL EXPENSES $133,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,489	$21,703	+4.9%
Expenses	$133,622	$61,571	+1.2%
Net Income	$-5,133	$-39,868	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

185

Independent Members

185

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
ELBERT E MARTZ	SECRETARY	25.00	Highest	$9,240	$0	$9,240
ROBERT CASEY	TILER	2.00	Officer	$0	$0	$0
JOE R MARTZ	TREASURER	2.00	Officer	$0	$0	$0
GARY HOLLOMAN	WORSHIPFUL MASTER	5.00	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	$128,489	$133,622	$1,738,279	$-5,133
2023	$21,703	$61,571	$1,629,838	$-39,868
2022	$21,135	$58,733	$1,651,503	$-37,598
2021	$1,343,846	$70,832	$1,632,838	$1,273,014
2020	$-643	$70,346	$373,757	$-70,989
2019	$23,688	$47,789	$444,746	$-24,101
2018	$25,916	$50,231	$466,498	$-24,315

DESOTO LODGE #299 FREE & ACCEPTED MASONS