WATERTOWN-BEAVER DAM WI LODGE NO 0666 (EIN 237130184) - 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

1901

Legal Domicile

Principal Officer

MICHAEL MEYER

Phone

9202615473

Tax Period

2024-04-01 to 2025-03-31

WATERTOWN-BEAVER DAM WI LODGE NO 0666, founded in 1901, is a small nonprofit that reported $178K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $155K left a modest 13% surplus.

Mission

FRATERNAL ORGANIZATION THAT PROVIDES FINANCIAL AND PHYSICAL SUPPORT TO VETERANS, SCOUTING, YOUTH, AND OTHER 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 (2024)

Revenue Breakdown

Contributions & Grants $85,689

Program Service Revenue $0

Investment Income $428

Other Revenue $92,016

TOTAL REVENUE $178,133

Expense Breakdown

Grants Paid $40,424

Salaries & Benefits $17,519

Fundraising Expenses $0

Program Expenses $154,535

Other Expenses $96,592

TOTAL EXPENSES $154,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$178,133	$227,114	-0.2%
Expenses	$154,535	$140,394	+0.1%
Net Income	$23,598	$86,720	-0.7%

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
MICHAEL MEYER	PRESIDENTDIRECTOR	3.00	Officer Director	$0	$0	$0
MARVIN BRADY	VPDIRECTOR	2.00	Officer Director	$0	$0	$0
CRISTINE CRUM	VPDIRECTOR	2.00	Officer Director	$0	$0	$0
SCOTT PETER	VPDIRECTOR	2.00	Officer Director	$0	$0	$0
TERESA JUSTMAN	SECRETARY	5.00	Officer Director	$0	$0	$0
DENNIS DALEY	TREASURER	4.00	Officer Director	$0	$0	$0
GREGG BREESE	TRUSTEEDIRECTOR	1.00	Officer Director	$0	$0	$0
TOM GODFROY	TRUSTEEDIRECTOR	1.00	Officer Director	$0	$0	$0
MARK ROHR	TRUSTEEDIRECTOR	1.00	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
2025	$178,133	$154,535	$459,356	$23,598
2024	$227,114	$140,394	$454,115	$86,720
2023	$157,397	$160,139	$351,864	$-2,742
2022	$171,655	$136,579	$347,769	$35,076
2021	$109,124	$106,251	$322,375	$2,873
2020	$188,492	$155,326	$315,528	$33,166

WATERTOWN-BEAVER DAM WI LODGE NO 0666