JOPPA SHRINERS (EIN 640601740) - 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

1978

Legal Domicile

Principal Officer

DAVID MOTZ

Phone

2283929345

Tax Period

2023-01-01 to 2023-12-31

JOPPA SHRINERS, founded in 1978, is a small nonprofit that reported $173K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Net assets of $670K represent 46 months of operating reserves.

Mission

FRATERNITY WITH A PHILANTHROPIC MISSION.

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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 $67,024

Program Service Revenue $0

Investment Income $15,484

Other Revenue $90,916

TOTAL REVENUE $173,424

Expense Breakdown

Grants Paid $22,857

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $154,647

TOTAL EXPENSES $177,504

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,424	$201,268	-0.1%
Expenses	$177,504	$163,952	+0.1%
Net Income	$-4,080	$37,316	-1.1%

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

N/A

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

$17,400

Total Directors

$17,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK A HOPKINS	POTENTATE	5.00	Officer Director	$0	$0	$0
ZACHARY WAGNER	CHIEF RABBAN	2.00	Officer Director	$0	$0	$0
BOBBY E ROBERTS	ASSISTANT RABBAN	2.00	Officer Director	$0	$0	$0
BRUCE S HILL	HIGH PRIEST & PROPHET	2.00	Officer Director	$0	$0	$0
JAMES GRAHAM III	TREASURER	3.00	Officer Director	$0	$0	$0
PEARCE SUNDERLAND	RECORDER	30.00	Officer Director	$17,400	$0	$17,400
GEORGE M ACKLEY	ORIENTAL GUIDE	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$173,424	$177,504	$670,061	$-4,080
2022	$201,268	$163,952	$650,829	$37,316
2021	$143,160	$157,697	$685,981	$-14,537
2020	$97,108	$120,625	$690,339	$-23,517
2019	$198,399	$169,295	$691,914	$29,104
2017	$356,395	$178,175	$728,202	$178,220

JOPPA SHRINERS