ORLANDO LODGE 766 LOYAL ORDER

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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

1947

Legal Domicile

Principal Officer

CASSANDRA BOYD

Phone

4072954279

Tax Period

2024-05-01 to 2025-04-30

ORLANDO LODGE 766 LOYAL ORDER, founded in 1947, is a small nonprofit that reported $612K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $582,288 Revenue: $581,579

THE ORGANIZATION PROVDES YEAR ROUND SCHEDULING FOR ITS MEMBERS ESTIMATED TO BE 1650. THESE MEMBERS BENEVOLENCE HELP ORPHANS AND ELDERLY INDIVIDUALS.

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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 $30,157

Program Service Revenue $235,940

Investment Income $2

Other Revenue $345,639

TOTAL REVENUE $611,738

Expense Breakdown

Grants Paid $0

Salaries & Benefits $284,233

Fundraising Expenses $2,824

Program Expenses $582,288

Other Expenses $327,132

TOTAL EXPENSES $611,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$611,738	$529,203	+0.2%
Expenses	$611,365	$513,928	+0.2%
Net Income	$373	$15,275	-1.0%

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

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

$45,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSANDRA BOYD	ADMINISTRATOR	030.00	Officer	$45,900	$0	$45,900
JAMES MOSER-BARKER	PRESIDENT	020.00	Officer Director	$0	$0	$0
LINDA DOTZERT	VICE PRESIDENT	010.00	Officer Director	$0	$0	$0
DAVID IHLANFELDT	PAST PRESIDENT	002.00	Director	$0	$0	$0
DIANA MCDONALD	3RD YEAR TRUSTEE	005.00	Director	$0	$0	$0
DEBRA WEBER	TREASURER	005.00	Officer Director	$0	$0	$0
ANGIE IRVIN	2ND YEAR TRUSTEE	005.00	Director	$0	$0	$0
MICHELLE COLEMAN	2ND YEAR TRUSTEE	005.00	Director	$0	$0	$0
ALEX MOSER-BARKER	CHAPLAIN	005.00	Director	$0	$0	$0
BARBARA ADAMS	1ST YEAR TRUSTEE	005.00	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	$611,738	$611,365	$1,076,204	$373
2024	$529,203	$513,928	$1,061,820	$15,275
2023	$499,652	$475,461	$1,093,774	$24,191
2022	$405,621	$353,442	$1,071,426	$52,179
2021	$209,774	$229,661	$1,038,717	$-19,887
2020	$329,048	$349,300	$1,046,483	$-20,252