Ben Ali Shriners (EIN 943040300) - 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

1923

Legal Domicile

Principal Officer

Adam Dahlberg

Phone

9169204107

Tax Period

2024-01-01 to 2024-12-31

Ben Ali Shriners, founded in 1923, is a small nonprofit that reported $615K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $2.7M represent 53 months of operating reserves.

Mission

PHILANTHROPIC FRATERNITY

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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 $65,012

Program Service Revenue $177,864

Investment Income $227,575

Other Revenue $144,802

TOTAL REVENUE $615,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,977

Fundraising Expenses $0

Other Expenses $537,797

TOTAL EXPENSES $603,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$615,253	$477,388	+0.3%
Expenses	$603,774	$568,325	+0.1%
Net Income	$11,479	$-90,937	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Lagala	Secretary	3.00	Officer Director	$0	$0	$0
Adam Dahlberg	Treasurer	10.00	Officer Director	$0	$0	$0
Cecil Jaquess	Director	10.00	Director	$0	$0	$0
Michael Woo	President	5.00	Officer Director	$0	$0	$0
Rene Morales	Director	6.00	Director	$0	$0	$0
Eugene Hsu	Director	4.00	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	$615,253	$603,774	$2,875,622	$11,479
2023	$477,388	$568,325	$2,867,438	$-90,937
2022	$474,813	$527,477	$2,765,611	$-52,664
2021	$491,538	$423,335	$3,164,002	$68,203
2021	$445,484	$369,651	$3,052,898	$75,833
2020	$1,377,656	$481,031	$3,012,971	$896,625
2020	$1,377,656	$481,031	$3,012,971	$896,625
2018	$379,277	$476,677	$1,840,274	$-97,400
2018	$379,277	$476,677	$1,928,531	$-97,400

Ben Ali Shriners