KENA SHRINERS

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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

1958

Legal Domicile

Principal Officer

JASON W LOTZ

Phone

7035734202

Tax Period

2023-01-01 to 2023-12-31

KENA SHRINERS, founded in 1958, is a small nonprofit that reported $391K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 35% operating margin.

Mission

FRATERNAL ORGANIZATION WITH A PHILANTHROPIC MISSION

Program Service Accomplishments

Program 1

TO ENCOURAGE MEMBERS TO SUPPORT SHRINERS HOSPITALS FOR CHILDREN WHICH ARE AVAILABLE TO ANY NEEDY CHILD REGARDLESS OF ABILITY TO PAY.

Program 2

PROVIDE TRANSPORTATION FOR CHILDREN AND THEIR FAMILIES TO SHRINERS HOSPITALS FOR CHILDREN AS NEEDED. WE WILL CONTINUE TO PROVIDE THIS SERVICE AT NO COST TO THE PATIENTS OR THEIR FAMILIES INDEFINITELY.

Program 3

OPERATE KENA TEMPLE TO FOSTER BROTHERHOOD AND FELLOWSHIP FOR ITS MEMBERS. PRODUCE KENAGRAM MAGAZINE TO EDUCATE MEMBERS ABOUT SHRINE ACTIVITIES.

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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 $5,135

Program Service Revenue $96,572

Investment Income $259,137

Other Revenue $30,295

TOTAL REVENUE $391,139

Expense Breakdown

Grants Paid $21,523

Salaries & Benefits $77,444

Fundraising Expenses $0

Other Expenses $156,795

TOTAL EXPENSES $255,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,139	$254,575	+0.5%
Expenses	$255,762	$320,059	-0.2%
Net Income	$135,377	$-65,484	-3.1%

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

100

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

$22,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY J LACAVA	POTENTATE	8.00	Officer	$0	$0	$0
JAMES C LOVE	CHIEF RABBAN	6.00	Officer	$0	$0	$0
DAVID C MCANDREWS	ASSISTANT RABBAN	6.00	Officer	$0	$0	$0
JOHN D MCDOWALL	HIGH PRIEST & PROPHET	10.00	Officer	$0	$0	$0
WARREN R BYRUM	ORIENTAL GUIDE	8.00	Officer	$0	$0	$0
EDUARD Z REITER	TREASURER	8.00	Officer	$0	$0	$0
JEFFREY D ST ONGE	RECORDER	20.00	Officer	$22,900	$0	$22,900

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	$391,139	$255,762	$10,530,626	$135,377
2022	$254,575	$320,059	$9,986,069	$-65,484
2021	$1,498,907	$236,086	$11,417,440	$1,262,821
2020	$494,342	$419,515	$11,238,195	$74,827
2019	$343,328	$265,690	$10,368,270	$77,638