ANCIENT FREE & ACCEPTED MASONS OF … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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, other masons and masonic groups, and the local community through meetings and other activities promoting fraternal and benevolent objectives.

Program Service Accomplishments

Program 1

Expenses: $22,170 Revenue: $1,040

Regularly scheduled monthly meetings of members which may include meals , beverages and snacks. Largest single payment was $2,461 total of 46+ different payments

Program 2

Expenses: $5,069 Revenue: $3,978

payment of 3 scholarships of $1500 each on behalf of 3 Franklin High School graduates to Oregon public colleges and universities. and $1,357 to a Portland school reading program. and $1200 to...

payment of 3 scholarships of $1500 each on behalf of 3 Franklin High School graduates to Oregon public colleges and universities. and $1,357 to a Portland school reading program. and $1200 to Franklin High School for music and Multicultural programs.

Program 3

Expenses: $5,357

Contributions to charitable activities in the community including OMCF, Masonic Youth, and other miscellaneous charitable causes. Eleven checks largest was $2,000.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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