SAN ANTONIO HERMANN SONS HOME ASSOC (EIN 740879130) - 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

1909

Legal Domicile

Principal Officer

LORI TODD

Phone

2103947060

Tax Period

2023-10-01 to 2024-09-30

SAN ANTONIO HERMANN SONS HOME ASSOC, founded in 1909, is a small nonprofit in the Mutual Benefit sector that reported $123K in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION HOLDS TITLE TO REAL PROPERTY THAT HOUSES EIGHT 501(C)(8) FRATERNAL ORGANIZATIONS THAT TOGETHER SUPPORT LOCAL SAN ANTONIO CHARITABLE ORGANIZATIONS. THE 8 LODGES ARE AS FOLLOWS: HARMONIA LODGE, LOUISE SCHUETZE LODGE, SIEMMERING LODGE, PERSHING LODGE, VIETA LODGE, BRUNHILDE LODGE, MISSION-ALAMO LODGE & ANTON WENTZEL LODGE

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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 $47,580

Program Service Revenue $0

Investment Income $1,829

Other Revenue $74,070

TOTAL REVENUE $123,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,479	$160,078	-0.2%
Expenses	N/A	N/A	N/A
Net Income	N/A	$160,078	N/A

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
LISA MCCORQUODALE-ROBALIN	TREASURER	10.00	Officer Director	$0	$0	$0
LORI TODD	PRESIDENT	10.00	Officer Director	$0	$0	$0
RONALD PLOUCH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ALBERT RANZAU	SECRETARY	10.00	Officer Director	$0	$0	$0
CHRIS NAUGHTON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER STANFORD	DIRECTOR	2.00	Director	$0	$0	$0
MERLINDA ELIZAONDO	DIRECTOR	2.00	Director	$0	$0	$0
MIKE LEE	DIRECTOR	2.00	Director	$0	$0	$0
ERHARD KNEUPPER	DIRECTOR	2.00	Director	$0	$0	$0
DENISE WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
EMILY WALLACE	DIRECTOR	2.00	Director	$0	$0	$0
MARIE DORRELL	DIRECTOR	2.00	Director	$0	$0	$0
RUTH BAILEY	DIRECTOR	2.00	Director	$0	$0	$0
BRAD DIETRICH	DIRECTOR	2.00	Director	$0	$0	$0
STEVE FLONDRO	DIRECTOR	2.00	Director	$0	$0	$0
DEBORAH JORDAN	DIRECTOR	2.00	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
2024	$123,479	No data	$542,898	No data
2023	$160,078	No data	$418,619	No data
2022	$179,420	No data	$258,541	No data
2021	$-20,277	No data	$83,421	No data

SAN ANTONIO HERMANN SONS HOME ASSOC