Lake Worth Lodge No 994 (EIN 591010552) - 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

1940

Legal Domicile

Phone

5614330150

Tax Period

2024-05-01 to 2025-04-30

Lake Worth Lodge No 994, founded in 1940, is a small nonprofit that reported $215K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $203K left a modest 6% surplus.

Mission

This organization unites its members in the bonds of fraternity, benevolence, & charity. This is accomplished through a year-round schedule of social & recreational activities for the members and their families estimated to number 800

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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 $5,137

Program Service Revenue $69,392

Investment Income $0

Other Revenue $140,239

TOTAL REVENUE $214,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,840

Fundraising Expenses $0

Program Expenses $202,710

Other Expenses $150,870

TOTAL EXPENSES $202,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,768	$194,943	+0.1%
Expenses	$202,710	$198,845	+0.0%
Net Income	$12,058	$-3,902	-4.1%

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

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
Mary Anne Joyner	Administrator	20.00	Officer	$0	$0	$0
Michael Kestner	President	5.00	Officer	$0	$0	$0
Michael Purdy	Vice President	5.00	Officer	$0	$0	$0
Richard Wells	Tresurer	5.00	Officer	$0	$0	$0
Ruth Williams	Chaplain	5.00	Officer	$0	$0	$0
Caroline DAgostino	Trustee	5.00	Officer	$0	$0	$0
Michael Higgins	Trustee	5.00	Officer	$0	$0	$0
Theodore Spera	Trustee	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	$214,768	$202,710	$405,999	$12,058
2024	$194,943	$198,845	$394,515	$-3,902
2023	$156,952	$166,483	$396,490	$-9,531
2022	$161,703	$131,455	$445,678	$30,248
2021	$97,664	$110,273	$439,038	$-12,609
2020	$124,776	$138,882	$404,526	$-14,106
2019	$71,095	$80,062	$404,564	$-8,967

Lake Worth Lodge No 994