PERFECT UNION LODGE #10 AF & AM (EIN 740485620) - 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

1919

Legal Domicile

Principal Officer

Hunter Schwarz

Phone

2105084518

Tax Period

2023-07-01 to 2024-06-30

PERFECT UNION LODGE #10 AF & AM, founded in 1919, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $58K left a modest 14% surplus.

Mission

Fund scholarships and donate to charities. Normal fraternal lodge operations.

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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 $4,380

Program Service Revenue $0

Investment Income $30,245

Other Revenue $32,451

TOTAL REVENUE $67,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,750

Fundraising Expenses $0

Program Expenses $42,066

Other Expenses $53,838

TOTAL EXPENSES $57,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,076	$58,430	+0.1%
Expenses	$57,588	$79,381	-0.3%
Net Income	$9,488	$-20,951	-1.5%

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
William Badders	Worshipful Master	004.00	Officer	$0	$0	$0
Josh Finley	Senior Warden	004.00	Officer	$0	$0	$0
Kirk Otto	Junior Warden	004.00	Officer	$0	$0	$0
Hunter Schwarz	Treasurer	004.00	Officer	$0	$0	$0
Oscar Reyes Jr	Secretary	004.00	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	$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

PERFECT UNION LODGE #10 AF & AM