Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
EIN 95-0752720 • 501(c)8 • Calabasas, CA
Profile
Lodge system to benefit members by providing medical and hospitalization assistance, social events and education.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
9th percentile
Higher debt load relative to assets than 9% of similar nonprofits.
Liabilities / Revenue
19th percentile
Higher debt load relative to revenue than 19% of similar nonprofits.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
19th percentile
Higher top officer pay than 19% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
62nd percentile
Faster asset growth than 62% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Assets
Up$131,494,251
Up $8,581,876 (+7.0%) from 2024
Liabilities
Up$39,164
Up $10,982 (+39%) from 2024
Net Assets
Up$131,455,087
Up $8,570,894 (+7.0%) from 2024
Revenue
Up$2,197,242
Up $326,964 (+17%) from 2024
Expenses
Up$717,197
Up $193,252 (+37%) from 2024
Net Income
Up$1,480,045
Up $133,712 (+9.9%) from 2024
Most recent year
2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
Lodge system to benefit members by providing medical and hospitalization assistance
We offer members opportunities for social interaction with other members of french descent, french cultural events and financial support to help cover members' out-of-pocket medical expenses.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $95,258,826 | $95,258,826 | → $0 |
| Investments in Publicly Traded Securities | $25,842,985 | $34,946,795 | ▲ $9,103,810 |
| Savings and Temporary Cash Investments | $1,806,964 | $1,286,202 | ▼ $520,762 |
| Prepaid Expenses and Deferred Charges | $3,085 | $1,794 | ▼ $1,291 |
| Accounts Receivable | $515 | $634 | ▲ $119 |
| Total Assets | $122,912,375 | $131,494,251 | ▲ $8,581,876 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $9,308 | $20,353 | ▲ $11,045 |
| Deferred Revenue | $18,874 | $18,811 | ▼ $63 |
| Total Liabilities | $28,182 | $39,164 | ▲ $10,982 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $122,884,193 | $131,455,087 | ▲ $8,570,894 |
| Total Net Assets Fund Balance | $122,884,193 | $131,455,087 | ▲ $8,570,894 |
| Total Liabilities and Net Assets / Fund Balance | $122,912,375 | $131,494,251 | ▲ $8,581,876 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $40,582,386 | - | - |
| Name | Title |
|---|---|
| Retta Etchegaray | Membership Chair |
| Mary Ann Nicholas | Social Chair |
| Tina Stevenson | President |
| Alfred Bezi | Vice President |
| Annette Shimada | Board Member |
| Margaret Shoukry | Board Member |
| Steven David | Board Member |
| Suzanne Taix | Secretary |
| Gary Wilfert | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| The Art Of Management | Accounting | 26565 W AGOURA ROAD 200, Calabasas, CA 91302 | $117,781 |
| Line Item | Amount |
|---|---|
| Other Expenses | $245,865 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $471,332 | - | - | $471,332 |
| Fees for Services Other | - | $131,912 | - | $131,912 |
| Office Expenses | - | $53,052 | - | $53,052 |
| Insurance | - | $4,429 | - | $4,429 |
| Other Expenses | $53,034 | $2,238 | - | $2,238 |
| Occupancy | - | $1,200 | - | $1,200 |
| Total Functional Expenses | $524,366 | $192,831 | $0 | $717,197 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $717,197 |
| Total Expenses per Audited Statements | $717,197 |
| Total Expenses per Form 990 | $717,197 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The board of directors are elected annually by members.”
“Per the bylaws, certain matters require a vote and approval by members.”
“No committee with authority to act on behalf of governing body”
“Board of directors review the tax return before filing”
“Board oversees annual filing of acknowledgement of conflict of interest policy”
“No documents available to the public”
“Professional fees: program service expenses 0. Management and general expenses 131,912. Fundraising expenses 0. Total expenses 131,912.”
“Investment gain 7,106,619.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 515 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 634 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | WE OFFER MEMBERS OPPORTUNITIES FOR SOCIAL INTERACTION WITH OTHER MEMBERS OF FRENCH DESCENT, FRENCH CULTURAL EVENTS AND FINANCIAL SUPPORT TO HELP COVER MEMBERS' OUT-OF-POCKET MEDICAL EXPENSES. |
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| IRS990/Desc | 0 | WE OFFER MEMBERS OPPORTUNITIES FOR SOCIAL INTERACTION WITH OTHER MEMBERS OF FRENCH DESCENT, FRENCH CULTURAL EVENTS AND FINANCIAL SUPPORT TO HELP COVER MEMBERS' OUT-OF-POCKET MEDICAL EXPENSES. |
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| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 131912 |
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| IRS990/PYTotalRevenueAmt | 0 | 1870278 |
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| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ISHARES CORE S&P 500 ETF |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | ISHARES TR RUSSELL 2000 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | SPDR S&P 500 ETF TRUST |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
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| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 7106619 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | -4909377 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | INVESTMENT GAIN 7,106,619. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE BOARD OF DIRECTORS ARE ELECTED ANNUALLY BY MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | PER THE BYLAWS, CERTAIN MATTERS REQUIRE A VOTE AND APPROVAL BY MEMBERS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF GOVERNING BODY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | BOARD OF DIRECTORS REVIEW THE TAX RETURN BEFORE FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | BOARD OVERSEES ANNUAL FILING OF ACKNOWLEDGEMENT OF CONFLICT OF INTEREST POLICY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 131,912. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,912. |
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| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PART IX, LINE 11G |
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| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 251 S LAKE AVENUE SUITE 730 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PASADENA |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTIN CREIGHTON |
| ReturnHeader/ReturnTs | 0 | 2025-09-08T15:04:16-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-03-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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