Ancient Free & Accepted Masons of Oregon Grand Lodge (EIN 930177555) - 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

2004

Legal Domicile

Principal Officer

James Morgan

Phone

5033573158

Tax Period

2023-05-01 to 2024-04-30

Ancient Free & Accepted Masons of Oregon Grand Lodge, founded in 2004, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 14% surplus.

Mission

FRATERNAL ORGANIZATION

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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 $18,732

Program Service Revenue $88,922

Investment Income $954,915

Other Revenue $3,474,103

TOTAL REVENUE $4,536,672

Expense Breakdown

Grants Paid $90,907

Salaries & Benefits $785,794

Fundraising Expenses $0

Other Expenses $3,041,745

TOTAL EXPENSES $3,918,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,536,672	$3,793,830	+0.2%
Expenses	$3,918,446	$3,655,141	+0.1%
Net Income	$618,226	$138,689	+3.5%

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

$134,581

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Morgan	Grand Secretary	5.00	Officer	$108,358	$6,501	$114,859
Gary Ball	Treasurer	2.00	Officer	$19,722	$0	$19,722
Richard Varner	Jr. Grnd Warden	4.00	Director	$0	$0	$0
Craig A Sipp	Grand Master	4.00	Director	$0	$0	$0
Marc Strong	SR Grand Warden	4.00	Director	$0	$0	$0
Tim Best	Dep. Grd Master	4.00	Director	$0	$0	$0
Mark Posler	IPG Master	4.00	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
2025	No data	No data	No data	No data
2024	$4,536,672	$3,918,446	$20,805,523	$618,226
2023	$3,793,830	$3,655,141	$20,243,057	$138,689
2022	$4,514,627	$3,494,567	$20,779,565	$1,020,060
2021	$4,270,517	$4,119,841	$21,362,997	$150,676
2020	$4,030,953	$3,559,308	$21,362,250	$471,645
2019	$3,923,280	$3,597,101	$22,417,839	$326,179
2018	$4,637,330	$3,239,241	$22,092,401	$1,398,089

Ancient Free & Accepted Masons of Oregon Grand Lodge