ANCIENT FREE AND ACCEPTED MASONS OF OREGON (EIN 930112718) - 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

2008

Legal Domicile

Principal Officer

SCOTT KENNEDY

Phone

9712320773

Tax Period

2023-01-01 to 2023-12-31

ANCIENT FREE AND ACCEPTED MASONS OF OREGON, founded in 2008, is a small nonprofit that reported $112K in total revenue in fiscal year 2023. Expenses of $107K left a modest 5% surplus.

Mission

PROVIDE SERVICES TO ASSIST INDIVIDUALS, FAMILIES, AND CHILDREN IN REALIZING THEIR POTENTIAL AND ENJOYING THE HIGHEST QUALITY OF LIFE THROUGH THE TRADITIONS OF FREEMASONRY.

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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 $25,342

Program Service Revenue $0

Investment Income $55,277

Other Revenue $31,639

TOTAL REVENUE $112,258

Expense Breakdown

Grants Paid $33,343

Salaries & Benefits $15,000

Fundraising Expenses $0

Other Expenses $58,267

TOTAL EXPENSES $106,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,258	$-80,963	-2.4%
Expenses	$106,610	$68,862	+0.5%
Net Income	$5,648	$-149,825	-1.0%

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH WATSON	SECRETARY	0.10	Officer Director	$3,000	$0	$3,000
ERIC HEADLEY	TREASURER	0.10	Officer Director	$3,000	$0	$3,000
DAVID GILLETTE	MASTER	0.10	Officer Director	$0	$0	$0
JOSE M AGUIRRE	SENIOR WARDEN	0.10	Officer Director	$0	$0	$0
MATTHEW HARRAH	JUNIOR WARDEN	0.10	Officer Director	$0	$0	$0
THOMAS BARCLAY	TYLER	0.10	Officer Director	$7,200	$0	$7,200
SCOTT KENNEDY	MARSHAL	0.10	Officer Director	$1,800	$0	$1,800

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	$112,258	$106,610	$2,666,726	$5,648
2023	$112,258	$106,610	$2,666,726	$5,648
2022	$-80,963	$68,862	$2,447,684	$-149,825
2021	$205,068	$77,375	$2,833,227	$127,693
2020	$113,140	$50,131	$2,696,664	$63,009

ANCIENT FREE AND ACCEPTED MASONS OF OREGON