ANCIENT FREE & ACCEPTED MASONS OF OREGON (EIN 930306840) - 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

1962

Legal Domicile

Principal Officer

Warren Burkholder

Phone

5037881880

Tax Period

2023-05-01 to 2024-04-30

ANCIENT FREE & ACCEPTED MASONS OF OREGON, founded in 1962, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 18% operating margin.

Mission

Fraternal and benevolent services for Lodge Members through meetings and other activities promoting fraternal and benevolent objectives.

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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 $49,089

Program Service Revenue $0

Investment Income $58,500

Other Revenue $-36,396

TOTAL REVENUE $71,193

Expense Breakdown

Grants Paid $16,539

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,596

Other Expenses $20,021

TOTAL EXPENSES $58,731

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,193	$48,257	+0.5%
Expenses	$58,731	$23,936	+1.5%
Net Income	$12,462	$24,321	-0.5%

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

160

Independent Members

160

Employees

N/A

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

$8,300

Total Directors

$10,440

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Akers	Building Manager	10	Director	$0	$6,300	$6,300
Donald Stapleton	Secretary	5	Officer Director	$0	$4,140	$4,140
Larry Harmon	Treasurer	5	Officer	$0	$2,760	$2,760
Warren Burkholder	Treasurer	5	Officer	$0	$1,400	$1,400

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	$71,193	$58,731	$4,052,010	$12,462
2023	$48,257	$23,936	$3,486,927	$24,321
2022	$60,244	$53,098	$3,447,563	$7,146
2021	$38,931	$31,579	$3,705,004	$7,352

ANCIENT FREE & ACCEPTED MASONS OF OREGON