Conejo Valley Masonic Temple Association (EIN 953066271) - 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

1962

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Conejo Valley Masonic Temple Association, founded in 1962, is a micro nonprofit in the Community Improvement sector that reported $53K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $73K exceeded revenue, resulting in a 37% operating deficit.

Mission

Conejo Valley Masonic Temple Associations exclusive purpose is to hold title to property, collect income therefrom and turn over the entire amount thereof, less expenses, to the Conejo Valley Lodge No. 807.

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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 $0

Program Service Revenue $53,235

Investment Income $0

Other Revenue $0

TOTAL REVENUE $53,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $72,968

TOTAL EXPENSES $72,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$53,235	$68,590	-0.2%
Expenses	$72,968	$96,853	-0.2%
Net Income	$-19,733	$-28,263	-0.3%

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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jack Vautin	Director	1.00	Director	$0	$0	$0
Stephen Wurtzel	Director	1.00	Director	$0	$0	$0
Arthur Weiss	President	2.00	Officer	$0	$0	$0
Scott D Spiegel	Vice President	4.00	Officer	$0	$0	$0
David R Doan	Treasurer	6.00	Officer	$0	$0	$0
William S Aitchison	Secretary	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	No data	No data	No data	No data
2023	$53,235	$72,968	$795,363	$-19,733
2022	$68,590	$96,853	$815,096	$-28,263
2021	$64,084	$77,807	$843,359	$-13,723
2020	$47,830	$88,312	$857,082	$-40,482

Conejo Valley Masonic Temple Association