HUMBOLDT LODGE NO 138 I O O F (EIN 581784461) - 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

1912

Legal Domicile

Principal Officer

FREDERICK ELLIOTT

Phone

5854731186

Tax Period

2023-10-01 to 2024-09-30

HUMBOLDT LODGE NO 138 I O O F, founded in 1912, is a micro nonprofit that reported $95K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 15% operating margin.

Mission

THE LODGE PROVIDES SICK, DEATH BENEFITS AND OTHER BENEFITS TO ITS MEMBERS. THE LODGE ALSO SUPPORTS VARIOUS CHARITABLE ORGANZIATIONS THROUGHOUT WESTERN NEW YORK.

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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 $3,510

Program Service Revenue $0

Investment Income $85,722

Other Revenue $6,123

TOTAL REVENUE $95,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $80,988

TOTAL EXPENSES $80,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,355	$83,506	+0.1%
Expenses	$80,988	$82,271	0.0%
Net Income	$14,367	$1,235	+10.6%

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

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
RANDY SWEENY	BOARD TRUSTEE	2.00	Director	$0	$0	$0
JACK CAIAZZA	BOARD TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK ELLIOTT	FINANCIAL SECRETARY	5.00	Officer	$0	$0	$0
TOM WEIST	NOBLE GRAND	5.00	Officer	$0	$0	$0
JAMES PRIESTLEY	VICE GRAND	5.00	Officer	$0	$0	$0
PAUL TROUSKIE	RECORDING SECRETARY	5.00	Officer	$0	$0	$0
MICHAEL SANFILLIPO	TRUSTEE	2.00	Officer	$0	$0	$0
MARK WEIST	TREASURER	5.00	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	No data	No data	No data	No data
2024	$95,355	$80,988	$2,616,183	$14,367
2023	$83,506	$82,271	$2,235,930	$1,235
2022	$143,530	$90,661	$2,049,582	$52,869
2021	$121,244	$77,713	$2,468,267	$43,531
2020	$52,997	$91,604	$2,158,067	$-38,607
2019	$111,902	$80,072	$2,196,858	$31,830

HUMBOLDT LODGE NO 138 I O O F