SAN LUIS VALLEY MASONIC ASSOCIATION INC (EIN 840466110) - 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

1914

Legal Domicile

Principal Officer

DARRELL T DAVIS

Tax Period

2023-01-01 to 2023-12-31

SAN LUIS VALLEY MASONIC ASSOCIATION INC, founded in 1914, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Net assets of $589K represent 93 months of operating reserves.

Mission

MAINTENANCE OF FRATERNAL PROPERTY

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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 $0

Program Service Revenue $67,514

Investment Income $95

Other Revenue $8,615

TOTAL REVENUE $76,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,858

Fundraising Expenses $0

Program Expenses $80,096

Other Expenses $52,238

TOTAL EXPENSES $80,096

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,224	$67,900	+0.1%
Expenses	$80,096	$56,392	+0.4%
Net Income	$-3,872	$11,508	-1.3%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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
LAWERENCE MARTIN	DIRECTOR	0.00	Director	$0	$0	$0
EARL WILSON	DIRECTOR	0.00	Director	$0	$0	$0
DUSTY LITTLE	VICE-PRESIDENT	0.00	Officer Director	$0	$0	$0
DARRELL T DAVIS	SECRETARYTREASUER	1.00	Officer Director Highest	$0	$0	$0
CHUCK KELLEY	PRESIDENT	0.00	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	No data	No data	No data	No data
2023	$76,224	$80,096	$593,383	$-3,872
2022	$67,900	$56,392	$596,173	$11,508
2021	$72,008	$61,058	$584,108	$10,950
2020	$49,564	$57,342	$572,818	$-7,778
2019	$50,808	$58,317	$581,158	$-7,509
2018	$80,276	$65,982	$590,824	$14,294

SAN LUIS VALLEY MASONIC ASSOCIATION INC