St John'sLodge 9 Free and Accepted… - Form 990 Financial Data

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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

1900

Legal Domicile

Principal Officer

KALMAN E KOTELES

Phone

2066230261

Tax Period

2023-01-01 to 2023-12-31

St John'sLodge 9 Free and Accepted Masons, founded in 1900, is a small nonprofit that reported $151K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $303K exceeded revenue, resulting in a 101% operating deficit.

Mission

Fraternal organization which takes good men and makes them better through education fellowship and community service.

Program Service Accomplishments

Program 1

Expenses: $72,625

Charitable Grants to Various Organizations

Program 2

Expenses: $40,300

Charitable Grants to Individuals

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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 $4,845

Program Service Revenue $0

Investment Income $146,045

Other Revenue $15

TOTAL REVENUE $150,905

Expense Breakdown

Grants Paid $112,925

Salaries & Benefits $39,523

Fundraising Expenses $0

Program Expenses $112,925

Other Expenses $150,971

TOTAL EXPENSES $303,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$150,905	$131,904	+0.1%
Expenses	$303,419	$309,291	0.0%
Net Income	$-152,514	$-177,387	-0.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAIR J NEUMANN	Trustee	N/A	Director	$0	$0	$0
JOHN M LOUDERBACK	Senior Warden	N/A	Officer Director	$0	$0	$0
JAMES F RUSSELL	Secretary	N/A	Officer Director	$0	$0	$0
JAMES R MAHER	Treasurer	N/A	Officer Director	$0	$0	$0
ERIC KOTELES	Worshipful Master	N/A	Officer Director	$0	$0	$0
HANS U WEHL	Trustee	N/A	Director	$0	$0	$0
ALVIN W JORGENSEN	Trustee	N/A	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	$150,905	$303,419	$5,420,216	$-152,514
2022	$131,904	$309,291	$5,547,635	$-177,387
2021	$801,069	$257,504	$5,748,686	$543,565
2020	$191,551	$219,419	$5,203,749	$-27,868

St John'sLodge 9 Free and Accepted Masons