TRINITY UNION LODGE NO 372

EIN: 770645877 Mutual Benefit

BATON ROUGE, LA

Total Revenue
$72,818
Total Expenses
$35,428
Total Assets
$549,466
Net Assets
$549,466
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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
LA
Principal Officer
DORIAN P HEROMAN
Phone
2253832410
Tax Period
2023-01-01 to 2023-12-31

TRINITY UNION LODGE NO 372, founded in 1919, is a micro nonprofit in the Mutual Benefit sector that reported $73K in total revenue in fiscal year 2023. Revenue surged 98% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 51% operating margin.

Mission

MASONIC LODGE SYSTEM WITH CIVIC FOCUS

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,801
Program Service Revenue $1,699
Investment Income $13,998
Other Revenue $47,320
TOTAL REVENUE $72,818

Expense Breakdown

Grants Paid $2,255
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,255
Other Expenses $33,173
TOTAL EXPENSES $35,428

Year-over-Year Comparison

2023 2022 Change
Revenue $72,818 $36,799 +1.0%
Expenses $35,428 $28,100 +0.3%
Net Income $37,390 $8,699 +3.3%
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

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Governance

Voting Members
262
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
5
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ISAAC CARPENTER PRESIDENT/MASTER 10.00
Officer
$0 $0 $0
W SCOTT TREME SECRETARY 8.00
Officer
$0 $0 $0
DORIAN P HEROMAN TREASURER 6.00
Officer
$0 $0 $0
ROBERT CANZONERI VICE PRESIDENT/SENIOR WARD 6.00
Officer
$0 $0 $0
LARRY BOSSIER 2ND VP/JUNIOR WARDEN 6.00
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 No data No data No data No data
2023 $72,818 $35,428 $549,466 $37,390
2022 $36,799 $28,100 $512,076 $8,699
2020 $21,726 $36,237 $483,289 $-14,511
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