Free and Accepted Masons Harding San Juan No 579 (EIN 941011506) - 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

1924

Legal Domicile

Principal Officer

Steven Larson

Phone

9169613604

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons Harding San Juan No 579, founded in 1924, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $96K, a strong 64% 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 improbe 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $45,663

Investment Income $102,973

Other Revenue $186

TOTAL REVENUE $148,822

Expense Breakdown

Grants Paid $260

Salaries & Benefits $9,855

Fundraising Expenses $0

Other Expenses $43,165

TOTAL EXPENSES $53,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,822	$179,794	-0.2%
Expenses	$53,280	$81,206	-0.3%
Net Income	$95,542	$98,588	0.0%

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

238

Independent Members

236

Employees

Volunteers

241

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

$8,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bob Jackson	Secretary	6.00	Officer	$8,400	$0	$8,400
Steven Larson	Master	4.00	Officer	$0	$0	$0
Edward Rose	Treasurer	4.00	Officer	$0	$0	$0
Gregory Treible	Senior Warden	4.00	Officer	$0	$0	$0
Bruce Gavin	Junior 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	$148,822	$53,280	$1,733,501	$95,542
2023	$179,794	$81,206	$1,652,173	$98,588
2022	$870,679	$47,817	$1,478,495	$822,862
2021	$95,011	$47,242	$845,427	$47,769
2020	$75,195	$46,802	$718,008	$28,393
2019	$76,999	$46,858	$678,927	$30,141
2018	$122,404	$54,467	$590,422	$67,937

Free and Accepted Masons Harding San Juan No 579