SAN JUAN MASONIC TEMPLE ASSOCIATION

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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

2018

Legal Domicile

Principal Officer

MICHAEL G OTIS

Phone

3603788290

Tax Period

2022-01-01 to 2022-12-31

SAN JUAN MASONIC TEMPLE ASSOCIATION, founded in 2018, is a micro nonprofit that reported $53K in total revenue in fiscal year 2022. Expenses of $71K exceeded revenue, resulting in a 33% operating deficit.

Mission

TO MANAGE, CARE, REPAIR AND CONDUCT CAPITAL CONSTRUCTION PROJECTS ON THE VARIOUS PROPERTIES OWNED BY THE ASSOCIATION.

Program Service Accomplishments

Program 1

TO MANAGE, CARE, REPAIR AND CONDUCT CAPITAL CONSTRUCTION PROJECTS ON THE VARIOUS PROPERTIES OWNED BY THE ASSOCIATION FOR THE BENEFIT OF THE FREE AND ACCEPTED MASONS OF SAN JUAN LODGE 175 EIN...

TO MANAGE, CARE, REPAIR AND CONDUCT CAPITAL CONSTRUCTION PROJECTS ON THE VARIOUS PROPERTIES OWNED BY THE ASSOCIATION FOR THE BENEFIT OF THE FREE AND ACCEPTED MASONS OF SAN JUAN LODGE 175 EIN 23-7189578.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $52,974

TOTAL REVENUE $52,974

Expense Breakdown

Grants Paid $68,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,693

TOTAL EXPENSES $70,693

Year-over-Year Comparison

	2022	2021	Change
Revenue	$52,974	$51,492	+0.0%
Expenses	$70,693	$61,000	+0.2%
Net Income	$-17,719	$-9,508	+0.9%

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
MICHAEL G OTIS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GLENN HARGROVE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRAD SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN T KURTZ	TREASURER	1.00	Officer Director	$0	$0	$0
DAVEN D HOLZER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN D WICKHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
RAYMONT C JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREN J OLSHEFSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
VALDI BORENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
IAN WELCH	BOARD MEMBER	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
2022	$52,974	$70,693	$693,769	$-17,719
2021	$51,492	$61,000	$711,488	$-9,508
2020	$70,936	$70,000	$720,996	$936
2019	$54,688	$74,000	$720,060	$-19,312