Free and Accepted Masons Menifee Valley Lodge 289 (EIN 952157763) - 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

1955

Legal Domicile

Principal Officer

Thomas Berger

Tax Period

2019-01-01 to 2019-12-31

Free and Accepted Masons Menifee Valley Lodge 289, founded in 1955, is a micro nonprofit that reported $60K in total revenue in fiscal year 2019. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 57% 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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,649

Investment Income $45,992

Other Revenue $0

TOTAL REVENUE $59,641

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $3,303

Fundraising Expenses $0

Other Expenses $20,560

TOTAL EXPENSES $25,363

Year-over-Year Comparison

	2019	2018	Change
Revenue	$59,641	$33,082	+0.8%
Expenses	$25,363	$26,300	0.0%
Net Income	$34,278	$6,782	+4.1%

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

119

Independent Members

118

Employees

Volunteers

128

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

$2,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Berger	Master	4.00	Officer	$0	$0	$0
William Lewis	Senior Warden	4.00	Officer	$0	$0	$0
Charlie Haselwood	Junior Warden	4.00	Officer	$0	$0	$0
Jose Shepard	Treasurer	6.00	Officer	$0	$0	$0
Sammy Gillo	Secretary	6.00	Officer	$2,956	$0	$2,956

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
2019	$59,641	$25,363	$295,231	$34,278

Free and Accepted Masons Menifee Valley Lodge 289