EL MONTE LODGE #1097 LOYAL ORDER OF

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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

1955

Legal Domicile

Tax Period

2022-05-01 to 2023-04-30

EL MONTE LODGE #1097 LOYAL ORDER OF, founded in 1955, is a small nonprofit that reported $174K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. Expenses of $198K exceeded revenue, resulting in a 14% operating deficit.

Mission

LODGE UNITES MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. ACCOMPLISHED THROUGH YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS/GUESTS EST AT 506

Program Service Accomplishments

Program 1

Expenses: $198,439 Revenue: $174,160

TO GENERATE FUNDS FOR MOOSEHEART (OUR CHILD CITY) AND MOOSEHAVEN (OUR SENIORS HOME) AND SENIORS IN NEED AS WELL IN OUR COMMUNITY. TO GENERATE FUNDS FOR COMMUNITY CHARITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,932

Program Service Revenue $52,976

Investment Income $0

Other Revenue $102,252

TOTAL REVENUE $174,160

Expense Breakdown

Grants Paid $5,933

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,439

Other Expenses $192,506

TOTAL EXPENSES $198,439

Year-over-Year Comparison

	2022	2021	Change
Revenue	$174,160	$213,072	-0.2%
Expenses	$198,439	$138,232	+0.4%
Net Income	$-24,279	$74,840	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD D HERNANDEZ Sr	JUNIOR PAST PRESIDENT	4.00	Officer	$0	$0	$0
SUSAN SAWAYA	ADMINISTRATOR	20.00	Officer	$0	$0	$0
BEN GARCIA	TREASURER	4.00	Officer	$0	$0	$0
SHERI KENNON	2YR TRUSTEE	4.00	Officer	$0	$0	$0
JERRY BUZAN	PRESIDENT	4.00	Officer	$0	$0	$0
FRED CRANE	VICE PRESIDENT	4.00	Officer	$0	$0	$0
GARY L MOORE	CHAPLAIN	4.00	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
2023	$174,160	$198,439	$420,479	$-24,279
2021	$125,758	$153,147	$423,834	$-27,389