CROATIAN FRATERNAL UNION OF AMERICA ST GEORGE LODGE 66 (EIN 237505045) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

TIMOTHY KOMARA

Phone

3307990914

Tax Period

2023-01-01 to 2023-12-31

CROATIAN FRATERNAL UNION OF AMERICA ST GEORGE LODGE 66, founded in 1968, is a micro nonprofit that reported $79K in total revenue in fiscal year 2023. Expenses of $77K left a modest 3% surplus.

Mission

Provide ethnic, cultural and social events for local CFU members and their relatives , and for friends of the Croatian Fraternal Union of America, a fraternal benefit society operating under the lodge system.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,763

Program Service Revenue $25,723

Investment Income $251

Other Revenue $49,601

TOTAL REVENUE $79,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,362

Fundraising Expenses $0

Other Expenses $62,390

TOTAL EXPENSES $76,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$79,338	$77,038	+0.0%
Expenses	$76,752	$78,064	0.0%
Net Income	$2,586	$-1,026	-3.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$2,062

Total Directors

$2,782

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Kurtz	Trustee	008.00	Director	$2,782	$0	$2,782
Timothy J Komara	President	010.00	Officer	$2,062	$0	$2,062
Autumn Kausits-Ivko	Trustee	001.00	Director	$0	$0	$0
Louise Thomas	Trustee	001.00	Director	$0	$0	$0
Helena Ladd	Trustee	001.00	Director	$0	$0	$0
Gary VanBrocklin	Trustee	001.00	Director	$0	$0	$0
Phil Ladd	Trustee	001.00	Director	$0	$0	$0
David Ivko	Vice President	001.00	Officer	$0	$0	$0
Patricia A Moran	Fin Sec/Treas	008.00	Officer	$0	$0	$0
Davene Van Brocklin	Recording Secretary	002.00	Officer	$0	$0	$0
Branka Ladd	Youth/Nest Mngr	001.00	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	$79,338	$76,752	$293,006	$2,586
2022	$77,038	$78,064	$297,811	$-1,026
2021	$118,896	$88,636	$304,947	$30,260
2020	$58,758	$72,474	$292,878	$-13,716
2019	$68,427	$87,957	$281,741	$-19,530
2018	$69,834	$112,495	$298,862	$-42,661

CROATIAN FRATERNAL UNION OF AMERICA ST GEORGE LODGE 66