Free and Accepted Masons Beverly Hills Lodge 528 (EIN 951582717) - 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

1922

Legal Domicile

Principal Officer

Richard Maghanoy

Phone

3103580584

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons Beverly Hills Lodge 528, founded in 1922, is a small nonprofit that reported $240K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 34% 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 $472

Program Service Revenue $13,430

Investment Income $226,287

Other Revenue $6

TOTAL REVENUE $240,195

Expense Breakdown

Grants Paid $4,900

Salaries & Benefits $16,225

Fundraising Expenses $0

Other Expenses $138,541

TOTAL EXPENSES $159,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,195	$132,667	+0.8%
Expenses	$159,666	$175,418	-0.1%
Net Income	$80,529	$-42,751	-2.9%

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

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

$13,149

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joper Tupas	Secretary	6.00	Officer	$6,574	$0	$6,574
Alfeo Balo	Treasurer	6.00	Officer	$5,444	$0	$5,444
Hermie Agad	Treasurer Thru 3032024	6.00	Officer	$1,131	$0	$1,131
Richard Maghanoy	Master	4.00	Officer	$0	$0	$0
Kenzi Smith	Senior Warden	4.00	Officer	$0	$0	$0
Robert Del Castillo	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	$240,195	$159,666	$3,926,572	$80,529
2023	$132,667	$175,418	$3,655,806	$-42,751
2022	$292,242	$255,377	$3,352,885	$36,865
2021	$443,272	$144,757	$4,139,961	$298,515
2020	$191,510	$85,075	$3,810,784	$106,435
2019	$159,396	$104,208	$3,451,391	$55,188
2018	$229,472	$103,310	$2,966,489	$126,162

Free and Accepted Masons Beverly Hills Lodge 528