WOODMEN OF THE WORLD LIFE INSURANC… - Form 990 Financial Data

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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

1940

Legal Domicile

Phone

5408853405

Tax Period

2021-01-01 to 2021-12-31

WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY CHAPTER 167, founded in 1940, is a small nonprofit that reported $230K in total revenue in fiscal year 2021. The organization ran a surplus of $45K, a strong 20% operating margin.

Mission

UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING COMMUNITIES AND COUNTRY.

Program Service Accomplishments

Program 1

UNITING HARDWORKING AMERICANS TO SECURE THEIR FINANCIAL FUTURE WHILE STRENGTHENING COMMUNITIES AND COUNTRY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $11,654

Program Service Revenue $0

Investment Income $217,637

Other Revenue $474

TOTAL REVENUE $229,765

Expense Breakdown

Grants Paid $182,533

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,974

TOTAL EXPENSES $184,507

Year-over-Year Comparison

	2021	2020	Change
Revenue	$229,765	N/A	N/A
Expenses	$184,507	N/A	N/A
Net Income	$45,258	N/A	N/A

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

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	Role	Reportable Comp	Other Comp	Total
LISA CLEVELAND	President	Officer Director	$0	$0	$0
KENT BURTNER	Vice President	Officer Director	$0	$0	$0
ELIZABETH PETERS	Secretary	Officer Director	$0	$0	$0
SANDRA BURTNER	Treasurer	Officer Director	$0	$0	$0
BOBBIE MEYERHOEFFER	AUDITOR	Officer Director	$0	$0	$0
JEFF CLEVELAND	AUDITOR	Officer 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
2021	$229,765	$184,507	$132,713	$45,258

WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY CHAPTER 167