MOUND LODGE 166 IOOF (EIN 940575409) - 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

1962

Legal Domicile

Phone

8316363195

Tax Period

2024-01-01 to 2024-12-31

MOUND LODGE 166 IOOF, founded in 1962, is a small nonprofit that reported $108K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 36% operating margin.

Mission

THE IOOF LODGE IS A CEMETARY AUTHORITY LICENSED BY THE STATE OF CA. THE LODGE PROVIDES GENERAL CARE AND MAINTENANCE FOR THE CEMETARY.

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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 $910

Program Service Revenue $61,555

Investment Income $24,318

Other Revenue $20,950

TOTAL REVENUE $107,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,830

Fundraising Expenses $0

Program Expenses $69,151

Other Expenses $63,321

TOTAL EXPENSES $69,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,733	$80,165	+0.3%
Expenses	$69,151	$62,049	+0.1%
Net Income	$38,582	$18,116	+1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE PULIDO	TRUSTEE	2.00	Director	$0	$0	$0
TERESITA PULIDO	TRUSTEE	2.00	Director	$0	$0	$0
VICKY IBANEZ	TRUSTEE	0.00	Director	$0	$0	$0
MARK PULIDO	NOBLE GRAND	2.00	Officer	$0	$0	$0
FRANK GUNNELS	VICE GRAND	2.00	Officer	$0	$0	$0
RICHARD GUNNELS	SECRETARY	2.00	Officer	$0	$0	$0
ROSE SAARI	TREASURER	2.00	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	$107,733	$69,151	$605,427	$38,582
2023	$80,165	$62,049	$566,845	$18,116
2022	$64,309	$60,453	$548,729	$3,856
2021	$67,358	$70,938	$544,873	$-3,580
2020	$47,429	$46,508	$548,453	$921
2019	$26,566	$41,420	$547,532	$-14,854
2018	$41,993	$40,987	$562,386	$1,006

MOUND LODGE 166 IOOF