CENTRE LODGE 40 IOOF (EIN 237605273) - 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

1843

Legal Domicile

Principal Officer

Carol DeCarlucci

Phone

4107889180

Tax Period

2023-01-01 to 2023-12-31

CENTRE LODGE 40 IOOF, founded in 1843, is a micro nonprofit in the Mutual Benefit sector that reported $40K in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $45K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO SUPPORT THE INDEPENDENT ORDER OF ODD FELLOWS - THE MISSION OF THE ORGANIZATION IS TO IMPROVE AND ELEVATE THE CHARACTER OF MANKIND AND TO HELP MAKE THE WORLD A BETTER PLACE THROUGH THE ORGANIZATION OF CHARITABLE PROJECTS TO BENEFIT THE ELDERLY, LESS FORTUNATE, YOUTH, ENVIRONMENT, AND COMMUNITY IN EVERY WAY POSSIBLE.

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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 $2,323

Program Service Revenue $0

Investment Income $32,417

Other Revenue $5,428

TOTAL REVENUE $40,168

Expense Breakdown

Grants Paid $10,860

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,790

Other Expenses $33,930

TOTAL EXPENSES $44,790

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,168	$26,648	+0.5%
Expenses	$44,790	$45,955	0.0%
Net Income	$-4,622	$-19,307	-0.8%

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
Michael Rose	Noble Grand	1.00	Officer Director	$0	$0	$0
Julie Ash	Chaplain	1.00	Officer	$0	$0	$0
Charles Jones	Secretary	1.00	Officer	$0	$0	$0
Brian Hopkins	Treasurer	1.00	Officer	$0	$0	$0
Sheila Rose	Right Supporter N.G.	1.00	Officer	$0	$0	$0
Robert Sparks	Past Noble Grand	1.00	Officer	$0	$0	$0
Carol DeCarlucci	Vice Grand	1.00	Officer	$0	$0	$0
Keith Faye	Warden	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
2023	$40,168	$44,790	$1,507,668	$-4,622
2022	$26,648	$45,955	$1,334,990	$-19,307
2021	$151,013	$36,607	$1,650,812	$114,406
2020	$36,014	$22,515	$1,445,883	$13,499
2019	$136,683	$24,428	$1,332,287	$112,255
2018	$31,029	$33,585	$1,146,713	$-2,556

CENTRE LODGE 40 IOOF