BOARD OF TRUSTEES -GRAND CHARITY FU GRAND LODGE OF IOWA AF & AM (EIN 420892476) - 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

1927

Legal Domicile

Principal Officer

TAMI TEGELER

Phone

5633599171

Tax Period

2024-08-01 to 2025-07-31

BOARD OF TRUSTEES -GRAND CHARITY FU GRAND LODGE OF IOWA AF & AM, founded in 1927, is a small nonprofit that reported $258K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $86K, a strong 33% operating margin.

Mission

PROVIDING THE HIGHEST QUALITY OF CARE NEEDED BY ITS RESIDENTS TO ASSURE A DESIRABLE QUALITY OF LIFE IN THEIR DECLINING YEARS.

🔒

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 $13,120

Program Service Revenue $0

Investment Income $244,630

Other Revenue $0

TOTAL REVENUE $257,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,781

Fundraising Expenses $0

Program Expenses $30,772

Other Expenses $164,870

TOTAL EXPENSES $171,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$257,750	$4,221,221	-0.9%
Expenses	$171,651	$4,817,539	-1.0%
Net Income	$86,099	$-596,318	-1.1%

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

115

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

$82,219

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMI TEGELER	EXECUTIVE DI	40.00	Officer	$80,992	$1,227	$82,219
ROBERT BRECKENRIDGE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MATT BUCKLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK COTTRELL	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTOPHER SOEBBING	TREASURER	1.00	Officer Director	$0	$0	$0
RANDY TOLLEY	CHAPLAIN	1.00	Director	$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	$257,750	$171,651	$538,746	$86,099
2024	$4,221,221	$4,817,539	$8,715,138	$-596,318
2023	$7,163,941	$8,367,760	$7,602,047	$-1,203,819
2022	$6,393,688	$7,858,171	$8,195,762	$-1,464,483
2021	$7,900,315	$7,197,413	$10,004,319	$702,902
2020	$6,634,762	$7,148,350	$10,093,639	$-513,588
2019	$6,546,025	$6,919,599	$9,200,521	$-373,574

BOARD OF TRUSTEES -GRAND CHARITY FU GRAND LODGE OF IOWA AF & AM