ANCIENT FREE & ACCEPTED MASONS OF … - Form 990 Financial Data

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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

1909

Legal Domicile

Principal Officer

JOHN WERTS

Phone

9183313831

Tax Period

2022-01-01 to 2022-12-31

ANCIENT FREE & ACCEPTED MASONS OF 284 BARTLESVILLE, founded in 1909, is a small nonprofit in the Human Services sector that reported $114K in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. Net assets of $2.2M represent 228 months of operating reserves.

Mission

PROVIDE FINANCIAL ASSISTANCE FOR MEDICAL RESEARCH, SCHOLASTIC SCHOLARSHIPS, CIVIC FUNCTIONS, AND FINANCIAL AID TO INDIVIDUALS IN NEED.

Program Service Accomplishments

Program 1

Expenses: $71,361

PROVIDE FINANCIAL ASSISTANCE FOR MEDICAL RESEARCH,SCHOLASTIC SCHOLARSHIPS, CIVIC FUNCTIONS AND FINANCIAL AID TO INDIVIDUALS IN NEED.

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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 (2022)

Revenue Breakdown

Contributions & Grants $20,100

Program Service Revenue $0

Investment Income $93,733

Other Revenue $0

TOTAL REVENUE $113,833

Expense Breakdown

Grants Paid $24,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,361

Other Expenses $96,064

TOTAL EXPENSES $121,014

Year-over-Year Comparison

	2022	2021	Change
Revenue	$113,833	$137,007	-0.2%
Expenses	$121,014	$109,749	+0.1%
Net Income	$-7,181	$27,258	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ROBEDEAUX	WORSHIPFUL MASTER	2.00	Officer Director	$0	$0	$0
DACE TOM	SENIOR WARDEN	2.00	Officer Director	$0	$0	$0
KARL FRANKS	JUNIOR WARDEN	2.00	Officer Director	$0	$0	$0
JOHN WERTS	TREASURER	8.00	Officer Director	$0	$0	$0
BRIAN WHEAT	SECRETARY	6.00	Officer Director	$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
2022	$113,833	$121,014	$2,158,849	$-7,181
2021	$137,007	$109,749	$2,311,957	$27,258
2020	$222,702	$119,012	$2,284,209	$103,690
2019	$118,454	$129,396	$2,451,480	$-10,942
2018	$71,762	$111,272	$2,246,706	$-39,510

ANCIENT FREE & ACCEPTED MASONS OF 284 BARTLESVILLE