RELIANCE LODGE #137 (EIN 041469920) - 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

1936

Legal Domicile

Principal Officer

Anthony J Martone Jr

Phone

5086683440

Tax Period

2023-10-01 to 2024-09-30

RELIANCE LODGE #137, founded in 1936, is a micro nonprofit that reported $18K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $4K, a strong 20% operating margin.

Mission

Charitable organization to help educate students and support the arthritis foundationsupport orphans and relieve the distressed.

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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 $366

Program Service Revenue $0

Investment Income $16,309

Other Revenue $1,135

TOTAL REVENUE $17,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,187

TOTAL EXPENSES $14,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,810	$21,078	-0.2%
Expenses	$14,187	$12,262	+0.2%
Net Income	$3,623	$8,816	-0.6%

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

N/A

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
AJMARTONE JR	SECRETARY & TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID JOHNSON	VICE GRAND	1.00	Officer	$0	$0	$0
DEBORAH MALL	NOBLE GRAND	0.00	Officer	$0	$0	$0
DAVID HOUGHTON	TREASURER	1.00	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	$17,810	$14,187	$2,012,899	$3,623
2023	$21,078	$12,262	$1,863,971	$8,816
2022	$18,470	$17,446	$1,764,758	$1,024
2021	$7,533	$12,659	$1,909,384	$-5,126
2020	$17,835	$9,070	$1,805,941	$8,765
2019	$11,850	$6,694	$1,705,787	$5,156
2018	$22,347	$7,583	$1,687,124	$14,764

RELIANCE LODGE #137