MONTEZUMA LODGE NO 1 AF & AM INC

EIN: 814705186 501(c)(3)

SANTA FE, NM

Total Revenue
$127,343
Total Expenses
$135,023
Total Assets
$933,900
Net Assets
$862,609
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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
2017
Legal Domicile
NM
Principal Officer
JOS MONTAO
Phone
5059820971
Tax Period
2024-01-01 to 2024-12-31

MONTEZUMA LODGE NO 1 AF & AM INC, founded in 2017, is a small nonprofit that reported $127K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $863K represent 81 months of operating reserves.

Mission

BENEVOLENCE AND CHARITY-MASONIC LODGE

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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 (2024)

Revenue Breakdown

Contributions & Grants $39,276
Program Service Revenue $0
Investment Income $14,828
Other Revenue $73,239
TOTAL REVENUE $127,343

Expense Breakdown

Grants Paid $43,950
Salaries & Benefits $33,195
Fundraising Expenses $0
Program Expenses $135,023
Other Expenses $57,878
TOTAL EXPENSES $135,023

Year-over-Year Comparison

2024 2023 Change
Revenue $127,343 $145,284 -0.1%
Expenses $135,023 $131,906 +0.0%
Net Income $-7,680 $13,378 -1.6%
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
132
Independent Members
N/A
Employees
3
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
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEE HWANG WORSHIPFUL M N/A
Officer Director
$0 $0 $0
NATHAN METHANY SENIOR WARDE N/A
Officer Director
$0 $0 $0
JOS MONTAO SECRETARY 30.00
Officer Director
$0 $0 $0
GREGORY PRINGLE JUNIOR WARDE N/A
Officer Director
$0 $0 $0
PATRICK VARELA TREASURER 10.00
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
2024 $127,343 $135,023 $933,900 $-7,680
2023 $145,284 $131,906 $906,830 $13,378
2022 $127,887 $113,276 $877,245 $14,611
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