Free and Accepted Masons San Jose Lodge No 10 (EIN 940487821) - 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

1850

Legal Domicile

Principal Officer

Thomas Green

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons San Jose Lodge No 10, founded in 1850, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $93K exceeded revenue, resulting in a 22% operating deficit.

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.

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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 $500

Program Service Revenue $15,945

Investment Income $59,351

Other Revenue $0

TOTAL REVENUE $75,796

Expense Breakdown

Grants Paid $1,154

Salaries & Benefits $13,168

Fundraising Expenses $0

Other Expenses $78,293

TOTAL EXPENSES $92,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,796	$210,044	-0.6%
Expenses	$92,615	$128,582	-0.3%
Net Income	$-16,819	$81,462	-1.2%

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

113

Independent Members

111

Employees

Volunteers

131

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

$9,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Arthur Walton	Secretary	6.00	Officer	$9,000	$0	$9,000
Dennis Byrd	Treasurer	4.00	Officer	$0	$0	$0
Jorge Rodriguez	Junior Warden	4.00	Officer	$0	$0	$0
Thomas Green	Master	4.00	Officer	$0	$0	$0
Angelo Encarnacion	Senior Warden	4.00	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	No data	No data	No data	No data
2023	$75,796	$92,615	$3,727,705	$-16,819
2022	$210,044	$128,582	$3,601,654	$81,462
2021	$323,749	$103,774	$3,292,848	$219,975
2020	$180,492	$96,386	$2,985,661	$84,106
2019	$84,514	$116,509	$2,730,472	$-31,995
2018	$150,671	$104,154	$2,551,413	$46,517

Free and Accepted Masons San Jose Lodge No 10