Free and Accepted Masons San Diego Lodge No 35 (EIN 951185817) - 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

1851

Legal Domicile

Principal Officer

Christian Moreno

Phone

6192960660

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons San Diego Lodge No 35, founded in 1851, is a small nonprofit that reported $194K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $76K, a strong 39% 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 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 (2024)

Revenue Breakdown

Contributions & Grants $388

Program Service Revenue $40,543

Investment Income $152,990

Other Revenue $108

TOTAL REVENUE $194,029

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $22,156

Fundraising Expenses $0

Other Expenses $95,324

TOTAL EXPENSES $118,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,029	$215,324	-0.1%
Expenses	$118,480	$148,543	-0.2%
Net Income	$75,549	$66,781	+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

334

Independent Members

333

Employees

Volunteers

368

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

$20,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Goodloe	Secretary	4.00	Officer	$20,400	$0	$20,400
Christian Moreno	Master	4.00	Officer	$0	$0	$0
Eric Fuller	Senior Warden	4.00	Officer	$0	$0	$0
Brandon Schoonover	Junior Warden	4.00	Officer	$0	$0	$0
Gary Creason	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	$194,029	$118,480	$2,191,863	$75,549
2023	$215,324	$148,543	$2,084,344	$66,781
2022	$116,849	$124,650	$1,932,791	$-7,801
2021	$125,490	$82,572	$2,183,358	$42,918
2020	$6,913	$75,637	$2,013,694	$-68,724
2019	$148,837	$146,175	$2,004,570	$2,662
2018	$182,472	$130,736	$1,815,590	$51,736

Free and Accepted Masons San Diego Lodge No 35