CAPITAL LODGE #23 IOOF (EIN 237594823) - 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

1819

Legal Domicile

Principal Officer

JOE FURTCH

Phone

5127887117

Tax Period

2023-07-01 to 2024-06-30

CAPITAL LODGE #23 IOOF, founded in 1819, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $817K represent 155 months of operating reserves.

Mission

TO VISIT THE SICK, RELIEVE THE DISTRESSED, BURY THE DEAD, AND EDUCATE THE ORPHAN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $963

Program Service Revenue $0

Investment Income $15,082

Other Revenue $47,296

TOTAL REVENUE $63,341

Expense Breakdown

Grants Paid $47,014

Salaries & Benefits $3,600

Fundraising Expenses $0

Program Expenses $47,014

Other Expenses $18,938

TOTAL EXPENSES $69,552

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,341	$67,120	-0.1%
Expenses	$69,552	$63,761	+0.1%
Net Income	$-6,211	$3,359	-2.8%

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

$3,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH CRIPPEN	NOBLE GRAND	2.00	Officer	$0	$0	$0
JUSTIN SCHNEIDER	VICE GRAND	2.00	Officer	$0	$0	$0
ARRO SMITH	SECRETARY	2.00	Officer	$0	$0	$0
PAUL A ROYER	TREASURER	2.00	Officer	$2,400	$0	$2,400
JOE FURTSCH	FINANCIAL SECRETARY	2.00	Officer	$1,200	$0	$1,200

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	$63,341	$69,552	$816,915	$-6,211
2023	$67,120	$63,761	$785,656	$3,359
2022	$69,619	$49,710	$762,766	$19,909
2021	$48,200	$51,233	$780,417	$-3,033
2020	$42,321	$51,969	$692,819	$-9,648
2019	$55,661	$62,795	$712,441	$-7,134

CAPITAL LODGE #23 IOOF