ANCIENT FREE & ACCEPTED MASONS OF OREGON (EIN 930362329) - 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

1891

Legal Domicile

Principal Officer

Anderson Campbell

Phone

5036443882

Tax Period

2024-01-01 to 2024-12-31

ANCIENT FREE & ACCEPTED MASONS OF OREGON, founded in 1891, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $41K left a modest 15% surplus.

Mission

Teach ethical / moral / civic values, charity, community service

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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 (2024)

Revenue Breakdown

Contributions & Grants $22,482

Program Service Revenue $0

Investment Income $9,061

Other Revenue $17,008

TOTAL REVENUE $48,551

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,400

Fundraising Expenses $0

Program Expenses $41,290

Other Expenses $36,890

TOTAL EXPENSES $41,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,551	$60,723	-0.2%
Expenses	$41,290	$59,471	-0.3%
Net Income	$7,261	$1,252	+4.8%

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

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

$4,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Garry Weiner	Secretary	8	Officer	$4,400	$0	$4,400
Ronald Eggers	Trustee	3	Director	$0	$0	$0
William Burns	Trustee	3	Director	$0	$0	$0
Phillip Myers	Trustee	3	Director	$0	$0	$0
Dale Jacobs	Worshipful Master	6	Officer	$0	$0	$0
Stephen Barkley	Treasurer	3	Officer	$0	$0	$0
James Sonsteng	Past President	1		$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	$48,551	$41,290	$1,947,729	$7,261
2023	$60,723	$59,471	$1,940,468	$1,252
2022	$52,741	$54,259	$1,939,216	$-1,518
2021	$33,967	$33,559	$1,937,302	$408
2020	$30,370	$26,361	$1,930,634	$4,009
2019	$40,834	$43,385	$1,928,428	$-2,551
2018	$30,285	$14,975	$1,918,603	$15,310

ANCIENT FREE & ACCEPTED MASONS OF OREGON