VASA ORDER OF AMERICA 8 LAKE MICHIGAN DIST LODGE (EIN 237181309) - 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

1896

Legal Domicile

Principal Officer

LINDA CHRISTENSEN

Phone

3175067900

Tax Period

2024-01-01 to 2024-12-31

VASA ORDER OF AMERICA 8 LAKE MICHIGAN DIST LODGE, founded in 1896, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 49% operating margin.

Mission

PRESERVE THE ETHNIC HERITAGE OF MEMBERS.

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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 $12,302

Investment Income $65,246

Other Revenue $82,470

TOTAL REVENUE $160,018

Expense Breakdown

Grants Paid $16,650

Salaries & Benefits $2,098

Fundraising Expenses $0

Other Expenses $63,370

TOTAL EXPENSES $82,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,018	$140,437	+0.1%
Expenses	$82,118	$73,954	+0.1%
Net Income	$77,900	$66,483	+0.2%

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

350

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

$1,998

Total Directors

$2,098

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM OGRENTZ	DISTRICT MASTER	10.00	Officer Director	$200	$0	$200
KATIE WESTLUND-PONTON	VICE DISTRICT MASTER	10.00	Officer Director	$100	$0	$100
LOIS KLUBENS	DISTRICT SECRETARY	23.00	Officer Director	$599	$0	$599
LINNEA OGRENTZ	VICE DISTRICT SECRETARY	10.00	Officer Director	$300	$0	$300
LINDA CHRISTENSEN	DISTRICT TREASURER	10.00	Officer Director	$599	$0	$599
LINDA TYLK	DISTRICT HOSPITAL FUND SECRETARY	5.00	Officer Director	$100	$0	$100
LYNDA SMITH	DIST. SUPVIS. OF CHILDREN'S CLUBS	10.00	Officer Director	$100	$0	$100
HOLLY JENSEN	DISTRICT CULTURAL LEADER	10.00	Director	$100	$0	$100
JAMES PELZMAN	DISTRICT EXECUTIVE BOARD	3.00	Director	$0	$0	$0
GLENN CARLSTRAND	DISTRICT EXECUTIVE BOARD	3.00	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
2024	$160,018	$82,118	$1,317,903	$77,900
2023	$140,437	$73,954	$1,311,849	$66,483
2022	$145,380	$76,001	$1,238,443	$69,379
2021	$70,274	$43,914	$1,500,447	$26,360
2020	$92,347	$45,811	$1,415,344	$46,536
2018	$95,091	$99,343	$1,400,639	$-4,252

VASA ORDER OF AMERICA 8 LAKE MICHIGAN DIST LODGE