South Norfolk Lodge 464 (EIN 540559469) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

JAMES GRIDLEY

Phone

7575431472

Tax Period

2024-05-01 to 2025-04-30

South Norfolk Lodge 464, founded in 1953, is a micro nonprofit that reported $52K in total revenue in fiscal year 2021. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $11K, a strong 21% operating margin.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. THIS IS ACCOMPLISHED THROUGH YEAR ROUND SCHEDULING SOCIAL AND RECREATIONAL ACTIVITIES FOR ITS MEMBERS AND THEIR FAMILIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,447

Program Service Revenue $0

Investment Income $0

Other Revenue $20,171

TOTAL REVENUE $66,618

Expense Breakdown

Grants Paid $50

Salaries & Benefits $2,443

Fundraising Expenses $0

Other Expenses $54,374

TOTAL EXPENSES $56,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,618	$55,569	+0.2%
Expenses	$56,867	$34,890	+0.6%
Net Income	$9,751	$20,679	-0.5%

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

N/A

Volunteers

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
LINDA	SHARP	30.10	Officer Director	$0	$0	$0
BUTCH	KILBER	43.70	Officer Director	$0	$0	$0
TOMMY	FUTHRELL	34.20	Officer Director	$0	$0	$0
BOB	SHERMAN	30.70	Officer Director	$0	$0	$0
JIM	GRIDLEY	32.20	Officer Director	$0	$0	$0
RENA	CREEF	19.00	Director	$0	$0	$0
LES	CHASE	20.10	Director	$0	$0	$0
KIMBERLY	BUTT	22.30	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	$66,618	$56,867	$408,432	$9,751
2024	$55,569	$34,890	$400,005	$20,679
2023	$40,872	$33,854	$383,612	$7,018
2022	$51,798	$40,853	$390,957	$10,945

South Norfolk Lodge 464