CASPER SHRINE CLUB (EIN 830176392) - 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

1951

Legal Domicile

Principal Officer

DAVID MERTZ

Phone

3072346154

Tax Period

2023-01-01 to 2023-12-31

CASPER SHRINE CLUB, founded in 1951, is a small nonprofit that reported $102K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $93K left a modest 9% surplus.

Mission

TO PROVIDE SERVICES TO MEMBERS, THEIR FAMILIES AND FRIENDS TO FOSTER SELF IMPROVEMENT THROUGH LEADERSHIP, EDUCATION AND COMMUNITY INVOLVEMENT.

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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 $25,976

Program Service Revenue $0

Investment Income $2,334

Other Revenue $73,999

TOTAL REVENUE $102,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,705

Fundraising Expenses $0

Program Expenses $93,370

Other Expenses $87,665

TOTAL EXPENSES $93,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,309	$91,769	+0.1%
Expenses	$93,370	$75,668	+0.2%
Net Income	$8,939	$16,101	-0.4%

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

$5,300

Total Directors

$5,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN MANGRUM	PRESIDENT	15.00	Officer Director	$0	$0	$0
ALEX PIETRZAK	VICE-PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN BOUZIS	DIRECTOR	10.00	Officer Director	$0	$0	$0
CRAIG WARNER	DIRECTOR	20.00	Officer Director	$0	$0	$0
DAVID J MERTZ	TREASURER	10.00	Officer Director	$2,900	$0	$2,900
MICHAEL WORLEY	DIRECTOR	10.00	Officer Director	$0	$0	$0
WILLIAM BRIGGS	RECORDER	10.00	Officer Director	$2,400	$0	$2,400

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
2023	$102,309	$93,370	$279,169	$8,939
2018	$85,667	$112,539	$324,774	$-26,872

CASPER SHRINE CLUB