WHITE MOUNTAIN LODGE #5 IOOF (EIN 237174472) - 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

1860

Legal Domicile

Principal Officer

David Taylor

Phone

6032256941

Tax Period

2024-10-01 to 2025-09-30

WHITE MOUNTAIN LODGE #5 IOOF, founded in 1860, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 50% operating margin.

Mission

GIVING AID TO THOSE IN NEED, PURSUING PROJECTS FOR THE BENEFIT OF ALL MANKIND, WORKS OF CHARITY AND GOOD WILL ARE PERFORMED, GOVERNED BY THE PRINCIPALS OF FRIENDSHIP, LOVE AND TRUTH.

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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 $810

Program Service Revenue $0

Investment Income $68,827

Other Revenue $60

TOTAL REVENUE $69,697

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,560

Other Expenses $34,086

TOTAL EXPENSES $34,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,697	$48,909	+0.4%
Expenses	$34,560	$35,703	0.0%
Net Income	$35,137	$13,206	+1.7%

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

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
SCOTT YATES	NOBLE GRAND	2	Officer	$0	$0	$0
HEATHER JACKIE	VICE GRAND	2	Officer	$0	$0	$0
FAITH MARSTON	SECRETARY	2	Officer	$0	$0	$0
DAVID TAYLOR	TREASURER	2	Officer	$0	$0	$0
DAVID WYATT	FINANCIAL SECRETARY	2	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	$69,697	$34,560	$1,172,011	$35,137
2024	$48,909	$35,703	$1,045,118	$13,206
2023	$29,612	$25,300	$858,369	$4,312
2022	$79,571	$49,899	$756,004	$29,672
2021	$49,022	$21,405	$982,722	$27,617
2020	$110,242	$22,078	$807,303	$88,164

WHITE MOUNTAIN LODGE #5 IOOF