ZEPHYRHILLS LODGE 2276 (EIN 591406036) - 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

1972

Legal Domicile

Phone

8137821771

Tax Period

2024-05-01 to 2025-04-30

ZEPHYRHILLS LODGE 2276, founded in 1972, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 12% surplus.

Mission

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

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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 $111,596

Program Service Revenue $1,524,377

Investment Income $5,125

Other Revenue $334,110

TOTAL REVENUE $1,975,208

Expense Breakdown

Grants Paid $0

Salaries & Benefits $432,681

Fundraising Expenses $0

Program Expenses $1,730,144

Other Expenses $1,297,463

TOTAL EXPENSES $1,730,144

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,975,208	$1,912,160	+0.0%
Expenses	$1,730,144	$1,586,014	+0.1%
Net Income	$245,064	$326,146	-0.2%

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

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
CHUCK PLOURDE	ADMINISTRATOR	30.00	Officer	$0	$0	$0
Gene Cartwright	PRESIDENT	20.00	Officer	$0	$0	$0
Sharon Perkins	TREASURER	15.00	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	$1,975,208	$1,730,144	$2,055,924	$245,064
2024	$1,912,160	$1,586,014	$1,860,833	$326,146
2023	$1,703,366	$1,439,567	$1,658,608	$263,799
2022	$1,548,811	$1,346,465	$1,483,124	$202,346
2021	$1,097,184	$1,055,251	$1,400,770	$41,933
2020	$1,248,951	$1,190,402	$1,384,591	$58,549

ZEPHYRHILLS LODGE 2276