Free and Accepted Masons of CA Ross Valley No 556 (EIN 941019619) - 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

1923

Legal Domicile

Principal Officer

Juan Cespedes

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons of CA Ross Valley No 556, founded in 1923, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Expenses of $163K exceeded revenue, resulting in a 311% 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 $2,000

Program Service Revenue $9,475

Investment Income $28,171

Other Revenue $0

TOTAL REVENUE $39,646

Expense Breakdown

Grants Paid $110,840

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,192

TOTAL EXPENSES $163,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,646	$36,996	+0.1%
Expenses	$163,032	$46,456	+2.5%
Net Income	$-123,386	$-9,460	+12.0%

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

Independent Members

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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ezra Palmer-persen	Secretary	6.00	Officer	$6,000	$0	$6,000
Gary Towery	Senior Warden	6.00	Officer	$0	$0	$0
Juan Cespedes	Master	4.00	Officer	$0	$0	$0
James Schultz	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	No data	No data	No data	No data
2023	$39,646	$163,032	$855,350	$-123,386
2022	$36,996	$46,456	$919,202	$-9,460
2021	$103,952	$76,408	$1,081,822	$27,544
2020	$28,220	$64,424	$1,051,455	$-36,204
2019	$42,753	$103,283	$1,038,610	$-60,530

Free and Accepted Masons of CA Ross Valley No 556