Unity Lodge No 95 Free and Accepted Masons of TN (EIN 621210259) - 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

1841

Legal Domicile

Principal Officer

Edwin Doremus

Phone

9018530409

Tax Period

2024-01-01 to 2024-12-31

Unity Lodge No 95 Free and Accepted Masons of TN, founded in 1841, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $123K, a strong 52% operating margin.

Mission

Provide facilities and fraternal services to its members for meetings and other functions.

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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 $16,248

Program Service Revenue $16,253

Investment Income $202,125

Other Revenue $423

TOTAL REVENUE $235,049

Expense Breakdown

Grants Paid $10,671

Salaries & Benefits $5,900

Fundraising Expenses $0

Program Expenses $96,325

Other Expenses $95,965

TOTAL EXPENSES $112,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,049	$400,647	-0.4%
Expenses	$112,536	$218,119	-0.5%
Net Income	$122,513	$182,528	-0.3%

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

N/A

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

$4,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Forshee	President	3.00	Officer	$3,300	$0	$3,300
Edwin Doremus	Treasurer	2.00	Officer	$1,100	$0	$1,100
Ralph Scott Jr	Secretary	5.00	Officer	$300	$0	$300

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	$235,049	$112,536	$2,871,632	$122,513
2023	$400,647	$218,119	$2,749,119	$182,528
2022	$-430,453	$147,962	$2,597,365	$-578,415
2021	$591,403	$101,471	$3,145,006	$489,932
2020	$224,224	$100,207	$2,837,978	$124,017
2019	$505,928	$107,306	$2,781,161	$398,622
2018	$59,242	$132,953	$2,452,664	$-73,711

Unity Lodge No 95 Free and Accepted Masons of TN