COLORADO MASONS VOLUNTARY PERPETUAL MEMBERSHIP FUND (EIN 841226243) - 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

1993

Legal Domicile

Principal Officer

STEPHEN P DAVIS

Phone

7194719587

Tax Period

2023-01-01 to 2023-12-31

COLORADO MASONS VOLUNTARY PERPETUAL MEMBERSHIP FUND, founded in 1993, is a small nonprofit that reported $111K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 39% operating margin.

Mission

RECEIVING, BEING THE CUSTODIAN OF AND ACCOUNTABLE FOR, INVESTING, REINVESTING, DISBURSING AND MANAGING THE MONIES OF THE VOLUNTARY PERPETUAL MEMBERSHIP FUND OF THE MOST WORSHIPFUL GRAND LODGE OF ANCIENT FREE AND ACCEPTED MASONS OF COLORADO.

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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 $49,553

Investment Income $61,268

Other Revenue $0

TOTAL REVENUE $110,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $67,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$110,821	$89,845	+0.2%
Expenses	$67,050	$82,101	-0.2%
Net Income	$43,771	$7,744	+4.7%

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
TERRANCE L BARTELL	SECRETARY	N/A	Officer Director	$0	$0	$0
STEPHEN P DAVIS	PRESIDENT	N/A	Officer Director	$0	$0	$0
PETER R FINNIE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
PAUL R HARRISON	TREASURER	N/A	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
2023	$110,821	$67,050	$1,498,656	$43,771
2022	$89,845	$82,101	$1,423,493	$7,744
2021	$56,969	$82,273	$1,559,552	$-25,304
2020	$51,081	$79,957	$1,396,673	$-28,876
2019	$275,485	$79,935	$1,328,457	$195,550
2018	$13,155	$34,557	$1,132,907	$-21,402
2017	$175,885	$78,666	$1,227,450	$97,219

COLORADO MASONS VOLUNTARY PERPETUAL MEMBERSHIP FUND