PERFECT UNION LODGE #10 AF & AM

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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

1919

Legal Domicile

Principal Officer

BRIAN GREER

Phone

2104525791

Tax Period

2024-07-01 to 2025-06-30

PERFECT UNION LODGE #10 AF & AM, founded in 1919, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. The organization ran a surplus of $23K, a strong 35% operating margin.

Mission

FUND SCHOARSHIPS AND DONATE TO CHARITIES. NORMAL FRATERNAL LODGE OPERATIONS.

Program Service Accomplishments

Program 1

Expenses: $25,459 Revenue: $66,223

NORMAL FRATERNAL LODGE ACTIVITIES AND MASONIC CHARITY AND SCHOLORSHIPS

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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 $5,644

Program Service Revenue $0

Investment Income $39,880

Other Revenue $20,699

TOTAL REVENUE $66,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,500

Fundraising Expenses $0

Program Expenses $25,459

Other Expenses $41,603

TOTAL EXPENSES $43,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,223	$67,076	0.0%
Expenses	$43,103	$57,588	-0.3%
Net Income	$23,120	$9,488	+1.4%

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

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
BRIAN GREER	WORSHIPFUL MASTER	4.00	Officer	$0	$0	$0
ANTHONY AGRO	SENIOR WARDEN	4.00	Officer	$0	$0	$0
JAMIE GARZA	JUNIOR WARDEN	4.00	Officer	$0	$0	$0
WILLIAM BADDERS	TREASURER	4.00	Officer	$0	$0	$0
OSCAR REYES JR	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
2025	$66,223	$43,103	$1,519,260	$23,120
2024	$67,076	$57,588	$1,616,338	$9,488
2023	$58,430	$79,381	$1,634,695	$-20,951
2022	$50,771	$85,377	$1,633,712	$-34,606
2021	$59,272	$45,879	$1,604,674	$13,393
2020	$95,988	$99,432	$1,579,752	$-3,444
2019	$190,976	$95,192	$1,587,061	$95,784
2018	$151,727	$69,622	$1,489,807	$82,105