DONNER LODGE NO 162 INDEPENDENT ORDER OF ODD FELLOWS (EIN 237595204) - 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

1968

Legal Domicile

Principal Officer

JEFFREY JUILIANO

Phone

5305875742

Tax Period

2024-01-01 to 2024-12-31

DONNER LODGE NO 162 INDEPENDENT ORDER OF ODD FELLOWS, founded in 1968, is a small nonprofit that reported $111K in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 61% operating margin.

Mission

TO VISIT THE SICK, BURY THE DEAD, AND EDUCATE UNDERPRIVELEGED CHILDREN. ALSO, THE LODGE IS CHARGED TO MAINTAIN, REPAIR, AND UPGRADE THE HISTORIC OLD BUILDING IT OCCUPIES.

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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 $935

Program Service Revenue $0

Investment Income $47,586

Other Revenue $62,733

TOTAL REVENUE $111,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $43,792

TOTAL EXPENSES $43,792

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,254	$82,335	+0.4%
Expenses	$43,792	$41,912	+0.0%
Net Income	$67,462	$40,423	+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

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
NATHAN FARNELL	SECRETARY	N/A	Officer	$0	$0	$0
JEFFREY JUILIANO	PRESIDENT	N/A	Officer	$0	$0	$0
CARL KUTTEL	TREASURER	N/A	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
2024	$111,254	$43,792	$1,122,616	$67,462
2022	$97,121	$11,369	$1,156,266	$85,752
2021	$77,426	$42,232	$1,070,514	$35,194
2020	$99,252	$25,873	$1,035,320	$73,379
2019	$121,315	$45,799	$961,941	$75,516
2018	$68,278	$43,017	$886,425	$25,261

DONNER LODGE NO 162 INDEPENDENT ORDER OF ODD FELLOWS