KOSAIR SHRINERS (EIN 610119287) - 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

1923

Legal Domicile

Principal Officer

POTENTATE

Phone

5025855412

Tax Period

2023-01-01 to 2023-12-31

KOSAIR SHRINERS, founded in 1923, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $7.9M represent 74 months of operating reserves.

Mission

PHILANTHROPIC FRATERNITY.

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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 $595,688

Program Service Revenue $611,485

Investment Income $109,477

Other Revenue $-38,545

TOTAL REVENUE $1,278,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $335,986

Fundraising Expenses $120,318

Program Expenses $1,073,358

Other Expenses $1,051,400

TOTAL EXPENSES $1,387,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,105	$993,882	+0.3%
Expenses	$1,387,386	$1,066,144	+0.3%
Net Income	$-109,281	$-72,262	+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

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

$18,990

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER SMITH	RECORDER	40.00	Officer	$18,990	$0	$18,990
GARY MORGAN	TREASURER	5.00	Officer	$0	$0	$0
TIM HALL	POTENTATE	5.00	Officer	$0	$0	$0
SHAWN BEASLEY	ASSISTANT RABBAN	5.00	Officer	$0	$0	$0
JOHN SHOFNER	CHIEF RABBAN	5.00	Officer	$0	$0	$0
LARRY MANN	HIGH PRIEST & PROPHET	5.00	Officer	$0	$0	$0
RONNIE WAIZ	ORIENTAL GUIDE	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
2024	No data	No data	No data	No data
2023	$1,278,105	$1,387,386	$8,167,710	$-109,281
2022	$993,882	$1,066,144	$8,168,420	$-72,262
2021	$972,982	$1,140,666	$8,893,467	$-167,684
2020	$559,303	$914,542	$8,821,094	$-355,239
2019	$843,946	$1,096,116	$9,094,968	$-252,170
2018	$894,535	$988,491	$8,766,799	$-93,956

KOSAIR SHRINERS