LONGMONT LODGE 29 IOOF

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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

1986

Legal Domicile

Principal Officer

GRANT HOGARTH

Phone

7203231043

Tax Period

2024-01-01 to 2024-12-31

LONGMONT LODGE 29 IOOF, founded in 1986, is a small nonprofit that reported $181K in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 25% operating margin.

Mission

VISIT THE SICK, RELIEVE THE DISTRESSED, BURY THE DEAD, AND EDUCATE THE ORPHANED.

Program Service Accomplishments

Program 1

Expenses: $526

THROUGH OUR PHILANTHROPIC ENDEAVORS WE SERVED OVER 300 PEOPLE IN OUR COMMUNITY AS DESCRIBED IN THE PRIMARY EXEMPT PURPOSE ABOVE

Program 2

Expenses: $109,583 Revenue: $133,753

WE PROVIDE A PLACE FOR MEMBERS TO GATHER IN FELOWSHIP TO CONTEMPLATE FURTHER SERVICES.

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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 $133,953

Program Service Revenue $0

Investment Income $160

Other Revenue $47,022

TOTAL REVENUE $181,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,109

Other Expenses $135,443

TOTAL EXPENSES $135,443

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,135	$65,828	+1.8%
Expenses	$135,443	$45,787	+2.0%
Net Income	$45,692	$20,041	+1.3%

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

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
JUSTIN FULFORD	TREASURER	4.00	Officer Director	$0	$0	$0
BRIAN DONAHUE	FIN SECRETARY	2.00	Officer Director	$0	$0	$0
NICK RINALDO	SECRETARY	4.00	Officer Director	$0	$0	$0
JIM HIXSON	NOBEL GRAND	4.00	Officer Director	$0	$0	$0
WILL FULFORD	VICE GRAND	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	$181,135	$135,443	$736,705	$45,692
2023	$65,828	$45,787	$687,306	$20,041
2022	$56,607	$67,242	$669,430	$-10,635
2021	$70,563	$68,495	$655,840	$2,068
2020	$53,016	$25,826	$636,636	$27,190
2019	$55,559	$45,745	$615,117	$9,814
2018	$87,766	$46,767	$601,619	$40,999