ST CHARLES LODGE NO 1368 LOYAL 1368 (EIN 362728379) - 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

1926

Legal Domicile

Principal Officer

PAULA SWANSEN

Phone

6303772000

Tax Period

2024-05-01 to 2025-04-30

ST CHARLES LODGE NO 1368 LOYAL 1368, founded in 1926, is a small nonprofit that reported $258K in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $233K left a modest 10% surplus.

Mission

FRATERNALISM

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $20,825

Program Service Revenue $0

Investment Income $10,379

Other Revenue $129,765

TOTAL REVENUE $160,969

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,425

Fundraising Expenses $0

Other Expenses $158,222

TOTAL EXPENSES $262,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,969	$186,488	-0.1%
Expenses	$262,647	$199,263	+0.3%
Net Income	$-101,678	$-12,775	+7.0%

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

1040

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN ORLAND	PRESIDENT	N/A	Officer	$0	$0	$0
MARK BOWSER	VICE-PRESIDE	N/A	Officer	$0	$0	$0
SANDY DRAFALL	CHAPLAIN	N/A	Officer	$0	$0	$0
MARY J KING	TRUSTEE 1 YE	N/A	Director	$0	$0	$0
PATRICIA IWINSKI	TRUSTEE 2 YE	N/A	Director	$0	$0	$0
LYNN A CLESEN	TRUSTEE 3 YE	N/A	Director	$0	$0	$0
JAMES E BUENROSTRO	JR PAST PRES	N/A	Officer	$0	$0	$0
PAULA SWANSEN	ADMINISTRATO	10.00	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	$160,969	$262,647	$1,150,618	$-101,678
2024	$186,488	$199,263	$1,150,984	$-12,775
2023	$254,053	$171,860	$1,188,688	$82,193
2022	$185,040	$150,992	$1,116,067	$34,048
2021	$124,428	$161,167	$1,078,454	$-36,739
2020	$217,487	$246,581	$1,112,809	$-29,094
2019	$257,782	$232,971	$1,144,891	$24,811

ST CHARLES LODGE NO 1368 LOYAL 1368