Free and Accepted Masons Metropolitan Lodge No 352 (EIN 950751504) - 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

1903

Legal Domicile

Principal Officer

Raymond Balbin

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Metropolitan Lodge No 352, founded in 1903, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $248K exceeded revenue, resulting in a 50% 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 $1,100

Program Service Revenue $34,965

Investment Income $129,258

Other Revenue $0

TOTAL REVENUE $165,323

Expense Breakdown

Grants Paid $33,000

Salaries & Benefits $38,632

Fundraising Expenses $0

Other Expenses $176,046

TOTAL EXPENSES $247,678

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,323	$186,422	-0.1%
Expenses	$247,678	$205,780	+0.2%
Net Income	$-82,355	$-19,358	+3.3%

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

119

Independent Members

114

Employees

Volunteers

129

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

$28,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edgardo Santos	Treasurer	6.00	Officer	$14,400	$0	$14,400
Edmund Leviste	Secretary	6.00	Officer	$13,700	$0	$13,700
Raymond Balbin	Master	4.00	Officer	$400	$0	$400
Philip Pablo	Junior Warden	4.00	Officer	$0	$0	$0
Val Villena	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	$165,323	$247,678	$2,340,722	$-82,355
2022	$186,422	$205,780	$2,139,111	$-19,358
2021	$275,518	$163,417	$2,890,568	$112,101
2020	$-17,137	$96,710	$2,628,851	$-113,847
2019	$244,984	$133,389	$2,587,183	$111,595
2018	$202,780	$150,463	$2,171,098	$52,317

Free and Accepted Masons Metropolitan Lodge No 352