Free and Accepted Masons Fallbrook Lodge No 317 (EIN 952757304) - 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

1918

Legal Domicile

Principal Officer

Michial Warrington

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Fallbrook Lodge No 317, founded in 1918, is a micro nonprofit that reported $9K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $149K exceeded revenue, resulting in a 1550% 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 $3,596

Program Service Revenue $8,046

Investment Income $-4,332

Other Revenue $1,742

TOTAL REVENUE $9,052

Expense Breakdown

Grants Paid $88,982

Salaries & Benefits $5,273

Fundraising Expenses $0

Other Expenses $55,077

TOTAL EXPENSES $149,332

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,052	$81,226	-0.9%
Expenses	$149,332	$207,094	-0.3%
Net Income	$-140,280	$-125,868	+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

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick Gerard	Secretary	6.00	Officer	$4,800	$0	$4,800
David Bogan	Senior Warden	4.00	Officer	$0	$0	$0
John McGoldrick III	Treasurer	6.00	Officer	$0	$0	$0
Michial Warrington	Master	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	$9,052	$149,332	$1,228,032	$-140,280
2022	$81,226	$207,094	$1,266,548	$-125,868
2021	$109,818	$84,736	$1,699,317	$25,082
2020	$62,870	$101,676	$1,674,313	$-38,806
2019	$135,091	$119,949	$1,644,202	$15,142
2018	$64,365	$72,615	$1,511,432	$-8,250

Free and Accepted Masons Fallbrook Lodge No 317