GOLDEN VALLEY LODGE 616 (EIN 237199734) - 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

2012

Legal Domicile

Principal Officer

HUBERT PITTERS

Phone

8188880866

Tax Period

2024-01-01 to 2024-12-31

GOLDEN VALLEY LODGE 616, founded in 2012, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $103K exceeded revenue, resulting in a 33% operating deficit.

Mission

FOR THE PURPOSE OF ENCOURAGING THE PRESERVATION OF SWEDISH CULTURE, TRADITION AND CUSTOMS IN THE SOUTHERN CALIFORNIA AREA.

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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 $4,530

Program Service Revenue $0

Investment Income $73,308

Other Revenue $0

TOTAL REVENUE $77,838

Expense Breakdown

Grants Paid $18,225

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $94,281

Other Expenses $84,976

TOTAL EXPENSES $103,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,838	$51,756	+0.5%
Expenses	$103,201	$92,662	+0.1%
Net Income	$-25,363	$-40,906	-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

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
JASON TROWBRIDGE	Chairman	1.00	Officer	$0	$0	$0
CECILIA BRADY	Vice Chairman	1.00	Officer	$0	$0	$0
CECILIA DANHI	Secretary	1.00	Officer	$0	$0	$0
BRIGITTA CLARK	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
2025	No data	No data	No data	No data
2024	$77,838	$103,201	$1,103,187	$-25,363
2023	$51,756	$92,662	$1,099,638	$-40,906
2022	$82,280	$103,092	$1,028,655	$-20,812
2021	$73,240	$99,165	$1,338,776	$-25,925
2020	$40,488	$76,897	$1,313,025	$-36,409
2019	$40,459	$109,500	$1,169,861	$-69,041
2018	$113,429	$111,233	$1,065,683	$2,196

GOLDEN VALLEY LODGE 616