Valdez Lodge No 2537 (EIN 510192230) - 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

1976

Legal Domicile

Phone

9078352537

Tax Period

2024-04-01 to 2025-03-31

Valdez Lodge No 2537, founded in 1976, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Expenses of $168K left a modest 15% surplus.

Mission

To inculcate the principles of charity, justice, brotherly love and fidelty; to quicken the spirit of American patriotism; to cultivate good fellowship; to serve the peope and communities throught benevolent programs.

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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 $22,509

Program Service Revenue $4,411

Investment Income $192

Other Revenue $169,654

TOTAL REVENUE $196,766

Expense Breakdown

Grants Paid $26,851

Salaries & Benefits $61,853

Fundraising Expenses $0

Program Expenses $167,985

Other Expenses $78,639

TOTAL EXPENSES $167,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,766	$186,440	+0.1%
Expenses	$167,985	$159,909	+0.1%
Net Income	$28,781	$26,531	+0.1%

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

Employees

Volunteers

223

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

$1,600

Total Directors

$1,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Suzie Koklich	Secretary	25.00	Officer Director	$1,600	$0	$1,600
Sadie Blancaflor	Loyal Knight	2.00	Director	$0	$0	$0
Rick Russell	Trustee	1.00	Director	$0	$0	$0
Patrick Pawlowski	Trustee	1.00	Director	$0	$0	$0
Steve Wollard	Trustee	1.00	Director	$0	$0	$0
Pam Wolfenden	Exalted Ruler	6.00	Officer Director	$0	$0	$0
Dan Eames	Leading Knight	2.00	Officer Director	$0	$0	$0
Timi Miner	Lecturing Knight	2.00	Officer Director	$0	$0	$0
Lester Greene	Treasurer	2.00	Officer 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	$196,766	$167,985	$371,531	$28,781
2024	$186,440	$159,909	$330,689	$26,531
2023	$148,067	$125,682	$291,249	$22,385
2022	$143,344	$119,951	$280,827	$23,393
2021	$143,068	$99,537	$258,530	$43,531
2020	$131,136	$122,126	$212,992	$9,010
2019	$149,502	$132,340	$204,875	$17,162

Valdez Lodge No 2537