Free and Accepted Masons Newport Mesa Lodge No 241 (EIN 952823939) - 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

1996

Legal Domicile

Principal Officer

Charles Kelly Jr

Tax Period

2023-01-01 to 2023-12-31

Free and Accepted Masons Newport Mesa Lodge No 241, founded in 1996, is a micro nonprofit that reported $55K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $77K exceeded revenue, resulting in a 39% 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 $110

Program Service Revenue $30,389

Investment Income $24,995

Other Revenue $0

TOTAL REVENUE $55,494

Expense Breakdown

Grants Paid $3,705

Salaries & Benefits $8,568

Fundraising Expenses $0

Other Expenses $65,097

TOTAL EXPENSES $77,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,494	$91,958	-0.4%
Expenses	$77,370	$128,516	-0.4%
Net Income	$-21,876	$-36,558	-0.4%

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

188

Independent Members

186

Employees

Volunteers

225

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

$6,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Raul Verduzco	Secretary	4.00	Officer	$6,450	$0	$6,450
Sterling Winchell	Junior Warden	4.00	Officer	$0	$0	$0
Hugo Zusho	Treasurer	6.00	Officer	$0	$0	$0
Charles Kelly Jr	Master	4.00	Officer	$0	$0	$0
Jeffrey Castellano	Senior 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	No data	No data	No data	No data
2023	$55,494	$77,370	$905,516	$-21,876
2022	$91,958	$128,516	$882,962	$-36,558
2021	$168,572	$64,797	$1,105,989	$103,775
2020	$92,707	$67,717	$1,000,687	$24,990
2019	$94,496	$86,599	$905,294	$7,897
2018	$104,004	$80,788	$767,966	$23,216

Free and Accepted Masons Newport Mesa Lodge No 241