ANCIENT FREE & ACCEPTED MASONS OF MONTANA GRAND LODGE (EIN 810106163) - 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

1926

Legal Domicile

Principal Officer

DANIEL GARDINER

Phone

4064427774

Tax Period

2024-07-01 to 2025-06-30

ANCIENT FREE & ACCEPTED MASONS OF MONTANA GRAND LODGE, founded in 1926, is a small nonprofit that reported $355K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $400K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO BE THE SUPREME LEGISLATIVE AUTHORITY OF LODGES OF ANCIENT FREE AND ACCEPTED MASONS OF MONTANA

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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 $179,900

Program Service Revenue $74,761

Investment Income $100,060

Other Revenue $0

TOTAL REVENUE $354,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,248

Fundraising Expenses $0

Program Expenses $227,417

Other Expenses $285,613

TOTAL EXPENSES $399,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,721	$629,739	-0.4%
Expenses	$399,861	$350,175	+0.1%
Net Income	$-45,140	$279,564	-1.2%

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

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

$68,750

Total Directors

$68,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONALD POWELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL GARDINER	SECRETARY	40.00	Officer Director	$68,750	$0	$68,750
BRUCE LAHTI	TREASURER	1.00	Director	$0	$0	$0
JOHN HESTON	DIRECTOR	1.00	Director	$0	$0	$0
WADE RIDEN	DIRECTOR	1.00	Director	$0	$0	$0
SAM WHITEHEAD	DIRECTOR	1.00	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
2025	$354,721	$399,861	$4,783,896	$-45,140
2024	$629,739	$350,175	$4,507,986	$279,564
2023	$325,314	$292,312	$3,926,843	$33,002
2022	$291,246	$280,837	$3,621,561	$10,409
2021	$308,931	$237,844	$4,082,273	$71,087
2020	$499,626	$237,783	$3,444,444	$261,843
2019	$301,374	$261,694	$3,139,354	$39,680

ANCIENT FREE & ACCEPTED MASONS OF MONTANA GRAND LODGE