SANTA ROSA LODGE NO53 IOOF (EIN 942865848) - 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

1856

Legal Domicile

Principal Officer

GENE BALDI

Phone

7075461591

Tax Period

2023-01-01 to 2023-12-31

SANTA ROSA LODGE NO53 IOOF, founded in 1856, is a micro nonprofit that reported $74K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $211K exceeded revenue, resulting in a 186% operating deficit.

Mission

A FRATERNAL ORGANIZATION THAT SUPPORTS COMMUNITY PROJECTS AND ORGANIZATIONS.

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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 $38,856

Investment Income $35,000

Other Revenue $0

TOTAL REVENUE $73,856

Expense Breakdown

Grants Paid $36,354

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $154,170

TOTAL EXPENSES $210,880

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,856	$64,319	+0.1%
Expenses	$210,880	$80,890	+1.6%
Net Income	$-137,024	$-16,571	+7.3%

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

N/A

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
EUGENE BALDI	Trustee	1.00	Officer Director	$0	$0	$0
DOUG CEASER	Trustee	1.00	Director	$0	$0	$0
DAN DE LA TORRE	Trustee	1.00	Director	$0	$0	$0
SUE MICHENER	Secretary	2.00	Officer Director	$0	$0	$0
PAUL CRUM	Trustee	2.00	Director	$0	$0	$0
SHAE HARRIS	Treasurer	2.00	Officer Director	$0	$0	$0
RON MILLS	FINL SECRETARY	2.00	Officer Director	$0	$0	$0
JIM CHAPMAN	NOBLE 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	No data	No data	No data	No data
2023	$73,856	$210,880	$636,211	$-137,024
2022	$64,319	$80,890	$773,235	$-16,571
2021	$95,608	$51,452	$789,806	$44,156
2020	$74,520	$67,661	$745,650	$6,859
2018	$404,773	$89,836	$626,601	$314,937

SANTA ROSA LODGE NO53 IOOF