SANTA ROSA LODGE OF PERFECTION 11 (EIN 940283417) - 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

1905

Legal Domicile

Principal Officer

Eugene Jeanne

Phone

7078545600

Tax Period

2023-01-01 to 2023-12-31

SANTA ROSA LODGE OF PERFECTION 11, founded in 1905, is a micro nonprofit that reported $46K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $149K exceeded revenue, resulting in a 224% operating deficit.

Mission

BENEFITS FOR MEMBERS AND GUESTS

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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 $26,856

Program Service Revenue $0

Investment Income $19,011

Other Revenue $0

TOTAL REVENUE $45,867

Expense Breakdown

Grants Paid $2,298

Salaries & Benefits $27,516

Fundraising Expenses $0

Other Expenses $119,013

TOTAL EXPENSES $148,827

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,867	$63,445	-0.3%
Expenses	$148,827	$107,566	+0.4%
Net Income	$-102,960	$-44,121	+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

185

Independent Members

185

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

$25,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eugene Jeanne	General Secreta	20.00	Officer	$16,800	$0	$16,800
Jeffrey M Schloo	Treasurer	20.00	Officer	$8,400	$0	$8,400
RICHARD A FONSECA	Personal Repres	10.00	Officer	$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	$45,867	$148,827	$2,311,401	$-102,960
2022	$63,445	$107,566	$2,255,080	$-44,121
2021	$107,656	$48,830	$2,614,439	$58,826
2020	$43,507	$67,632	$2,391,922	$-24,125
2019	$2,743,177	$651,948	$2,336,263	$2,091,229
2019	$2,743,177	$650,769	$3,945,640	$2,092,408
2018	$111,235	$136,222	$1,853,232	$-24,987

SANTA ROSA LODGE OF PERFECTION 11