Free and Accepted Masons Willow Glen-Fraternity399 (EIN 940487739) - Form 990 Financial Analysis & Trantor Score

🔒

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

1908

Legal Domicile

Principal Officer

Joey Coloma

Phone

4082677121

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons Willow Glen-Fraternity399, founded in 1908, is a micro nonprofit in the Mutual Benefit sector that reported $93K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $35K, a strong 38% operating margin.

Mission

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $35,063

Investment Income $58,316

Other Revenue $43

TOTAL REVENUE $93,422

Expense Breakdown

Grants Paid $7,930

Salaries & Benefits $4,890

Fundraising Expenses $0

Other Expenses $45,335

TOTAL EXPENSES $58,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,422	$79,894	+0.2%
Expenses	$58,155	$59,401	0.0%
Net Income	$35,267	$20,493	+0.7%

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

113

Independent Members

111

Employees

Volunteers

128

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

$3,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Klute	Secretary	8.00	Officer	$3,600	$0	$3,600
Joey Coloma	Master	4.00	Officer	$0	$0	$0
christopher Vallejo	Senior Warden	4.00	Officer	$0	$0	$0
Oscar Ilusorio	Junior Warden	4.00	Officer	$0	$0	$0
Walter Campbell	Treasurer	6.00	Officer	$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	$93,422	$58,155	$1,356,081	$35,267
2023	$79,894	$59,401	$1,245,766	$20,493
2022	$39,868	$77,722	$1,110,336	$-37,854
2021	$334,144	$56,358	$1,328,193	$277,786
2020	$30,511	$37,986	$1,259,567	$-7,475
2019	$44,616	$54,849	$1,174,212	$-10,233
2018	$57,394	$64,297	$1,061,113	$-6,903

Free and Accepted Masons Willow Glen-Fraternity399