Jamison Lodge No 447 IOOF (EIN 237606138) - 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

1851

Legal Domicile

Principal Officer

Michael Betts

Phone

2158706701

Tax Period

2024-10-01 to 2025-09-30

Jamison Lodge No 447 IOOF, founded in 1851, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 53% operating margin.

Mission

Fraternal Organization providing death and sick Benefits to members and donations to local community and charity activities

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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 $1,292

Program Service Revenue $0

Investment Income $69,021

Other Revenue $0

TOTAL REVENUE $70,313

Expense Breakdown

Grants Paid $16,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $16,244

TOTAL EXPENSES $32,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,313	$52,983	+0.3%
Expenses	$32,824	$23,823	+0.4%
Net Income	$37,489	$29,160	+0.3%

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

N/A

Independent Members

N/A

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
David Onraet	Noble Grand	1.00	Officer	$0	$0	$0
Paul Tollini	Vice Grand	1.00	Officer	$0	$0	$0
Tom Edmister	Secretary	1.00	Officer	$0	$0	$0
John Van Pelt	Treasurer	1.00	Officer	$0	$0	$0
Michael Betts	Financial Secretary	1.00	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	$70,313	$32,824	$2,571,643	$37,489
2024	$52,983	$23,823	$2,794,856	$29,160

Jamison Lodge No 447 IOOF