California State Lodge Fraternal (EIN 953838813) - 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

1980

Legal Domicile

Phone

9163681485

Tax Period

2024-07-01 to 2025-06-30

California State Lodge Fraternal, founded in 1980, is a small nonprofit that reported $509K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $458K left a modest 10% surplus.

Mission

The main mission of the organization is to help and promote officers in California through scholarships, good of the order and legislation.

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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 $0

Program Service Revenue $438,760

Investment Income $42,631

Other Revenue $27,242

TOTAL REVENUE $508,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,550

Fundraising Expenses $0

Other Expenses $440,796

TOTAL EXPENSES $458,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$508,633	$441,196	+0.2%
Expenses	$458,346	$364,564	+0.3%
Net Income	$50,287	$76,632	-0.3%

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

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
Matt Heady	Nat'l TTEE	10.00	Officer Director	$0	$0	$0
McDavid Mutuc	Chairman-TTEEs	5.00	Officer Director	$0	$0	$0
Roger Hilton	President	5.00	Officer	$0	$0	$0
Chad Jones	1st Vice Pres	5.00	Officer	$0	$0	$0
Bill Young	2nd Vice Pres	5.00	Officer	$0	$0	$0
Steve Johnson	Srgt at Arms	5.00	Officer	$0	$0	$0
Nathan Seger	Secretary	5.00	Officer	$0	$0	$0
Tim Sowards	Treasurer	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
2025	$508,633	$458,346	$2,605,839	$50,287
2024	$441,196	$364,564	$2,365,150	$76,632
2023	$295,943	$286,720	$2,098,988	$9,223
2022	$393,371	$309,424	$1,919,928	$83,947
2021	$341,067	$189,704	$2,298,522	$151,363
2020	$290,762	$299,243	$1,786,463	$-8,481
2019	$379,105	$266,923	$1,744,194	$112,182
2018	$435,939	$410,355	$1,581,822	$25,584

California State Lodge Fraternal