Free and Accepted Masons Heartland Lodge No 576 (EIN 952157764) - 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

1923

Legal Domicile

Principal Officer

La France Bragg

Phone

6194438831

Tax Period

2024-01-01 to 2024-12-31

Free and Accepted Masons Heartland Lodge No 576, founded in 1923, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Revenue surged 100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $112K, a strong 56% 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 $140,659

Program Service Revenue $23,194

Investment Income $35,746

Other Revenue $0

TOTAL REVENUE $199,599

Expense Breakdown

Grants Paid $20,600

Salaries & Benefits $11,458

Fundraising Expenses $0

Other Expenses $55,104

TOTAL EXPENSES $87,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,599	$99,722	+1.0%
Expenses	$87,162	$92,717	-0.1%
Net Income	$112,437	$7,005	+15.1%

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

141

Independent Members

139

Employees

Volunteers

153

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

$7,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryan Meyer	Secretary	6.00	Officer	$7,800	$0	$7,800
La France Bragg	Master	4.00	Officer	$0	$0	$0
Steven Thompson	Senior Warden	4.00	Officer	$0	$0	$0
Ronald Mullins	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	$199,599	$87,162	$1,371,892	$112,437
2023	$99,722	$92,717	$1,143,906	$7,005
2022	$-79,928	$98,212	$1,028,731	$-178,140
2021	$161,651	$84,584	$1,409,674	$77,067
2020	$-15,256	$94,538	$1,278,044	$-109,794
2019	$77,249	$88,622	$1,250,636	$-11,373
2018	$90,251	$79,984	$1,110,014	$10,267

Free and Accepted Masons Heartland Lodge No 576