Healdsburg Masonic Building Association (EIN 941439271) - 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

1954

Legal Domicile

Principal Officer

Jerry W Beth Jr

Tax Period

2023-01-01 to 2023-12-31

Healdsburg Masonic Building Association, founded in 1954, is a small nonprofit in the Mutual Benefit sector that reported $233K in total revenue in fiscal year 2023. The organization ran a surplus of $156K, a strong 67% operating margin.

Mission

Healdsburg Masonic Building Association operates exclusively as a supporting organization of the Sotoyome-Curtis Lodge No. 123, an exempt organization under 501(c)10.

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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 $0

Program Service Revenue $233,233

Investment Income $6

Other Revenue $0

TOTAL REVENUE $233,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $77,238

Other Expenses $77,238

TOTAL EXPENSES $77,238

Year-over-Year Comparison

	2023	2022	Change
Revenue	$233,239	$239,951	0.0%
Expenses	$77,238	$91,427	-0.2%
Net Income	$156,001	$148,524	+0.1%

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

N/A

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Todd M Beth	Treasurer	6.00	Officer	$4,800	$0	$4,800
Kenneth M Rose	Director	2.00	Director	$0	$0	$0
Jonathan D Micheli	Director	2.00	Director	$0	$0	$0
Kyle C Schmidt	Director	2.00	Director	$0	$0	$0
Gregory S Koop II	Director	2.00	Director	$0	$0	$0
Charles L Doire	Director	2.00	Director	$0	$0	$0
Robert W Lewis	Director	2.00	Director	$0	$0	$0
Jerry W Beth Jr	President	4.00	Officer	$0	$0	$0
Theodore F Elliott	Secretary	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	$233,239	$77,238	$360,027	$156,001
2022	$239,951	$91,427	$408,393	$148,524
2019	$218,802	$179,191	$466,189	$39,611
2018	$185,833	$249,726	$451,578	$-63,893
2017	$186,881	$149,622	$515,471	$37,259

Healdsburg Masonic Building Association