JUANITA VIEW ASSOCIATION AEROSPACE INDUSTRIAL LODGE NO 751 (EIN 910833796) - 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

1968

Legal Domicile

Principal Officer

Richard E Jackson

Phone

8007631301

Tax Period

2023-01-01 to 2023-12-31

JUANITA VIEW ASSOCIATION AEROSPACE INDUSTRIAL LODGE NO 751, founded in 1968, is a small nonprofit that reported $245K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $734K exceeded revenue, resulting in a 199% operating deficit.

Mission

Granted financial support to Machinist Institute, a 501(C) 3 charitable organization.

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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 $0

Program Service Revenue $0

Investment Income $245,077

Other Revenue $0

TOTAL REVENUE $245,077

Expense Breakdown

Grants Paid $709,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $733,670

Other Expenses $24,249

TOTAL EXPENSES $733,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$245,077	$274,298	-0.1%
Expenses	$733,670	$11,003	+65.7%
Net Income	$-488,593	$263,295	-2.9%

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

$391,773

Total Directors

$548,715

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Holden	Board PRESIDENT	1.00	Officer Director	$0	$0	$203,412
Richard Jackson	Board Secretary-Treasurer	1.00	Officer Director	$0	$0	$188,361
Bruce McFarland	DiRECTOR	1.00	Director	$0	$0	$4,877
James Henle	DIRECTOR	1.00	Director	$0	$0	$20,754
Levi Wilson	DIRECTOR	1.00	Director	$0	$0	$23,113
Amber Roulst	DIRECTOR	1.00	Director	$0	$0	$65,637
Diana Noinala	DIRECTOR	1.00	Director	$0	$0	$42,561

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	$245,077	$733,670	$12,060,960	$-488,593
2022	$58,121	$284,829	$12,286,258	$-226,708
2022	$274,298	$11,003	$12,549,553	$263,295
2021	$245,367	$34,815	$12,980,603	$210,552
2020	$11,308,327	$649,296	$12,770,051	$10,659,031
2019	$1,002,331	$787,268	$2,146,471	$215,063

JUANITA VIEW ASSOCIATION AEROSPACE INDUSTRIAL LODGE NO 751