Benevolent POE Van Wert Lodge #1197 (EIN 344186510) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Phone

4192385580

Tax Period

2024-04-01 to 2025-03-31

Benevolent POE Van Wert Lodge #1197, founded in 1973, is a small nonprofit that reported $230K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $269K exceeded revenue, resulting in a 17% operating deficit.

Mission

Perpetuate itself as a fraternal organization, serve the community through benevolent programs that address unmet needs, and honor the service and sacrifice of our veterans.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $64,654

Program Service Revenue $14,499

Investment Income $0

Other Revenue $151,136

TOTAL REVENUE $230,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,998

Fundraising Expenses $0

Other Expenses $174,873

TOTAL EXPENSES $268,871

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,289	$269,114	-0.1%
Expenses	$268,871	$270,431	0.0%
Net Income	$-38,582	$-1,317	+28.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

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

$9,998

Total Directors

$9,998

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Stanley	Secretary	1.00	Officer Director	$4,999	$0	$4,999
Debra Laudick	Treasurer	1.00	Officer Director	$4,999	$0	$4,999
Richard Kline	Head Trustee	12.00	Director	$0	$0	$0
John L White	Trustee	1.00	Director	$0	$0	$0
Jessie Harmon	Trustee	1.00	Director	$0	$0	$0
Paul Kelly	Inner Guard	1.00	Director	$0	$0	$0
Randy E Agler	Trustee	1.00	Director	$0	$0	$0
Rick E Roop	Trustee	1.00	Director	$0	$0	$0
Kathryn L Shaffer	Chaplain	1.00	Director	$0	$0	$0
Lynn Etling	Exalted Ruler	1.00	Officer Director	$0	$0	$0
John Ream	Leading Knight	1.00	Officer Director	$0	$0	$0
Michael Martz	Lecturing Knight	1.00	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
2025	$230,289	$268,871	$613,405	$-38,582
2024	$269,114	$270,431	$644,448	$-1,317
2023	$250,781	$229,523	$643,606	$21,258
2022	$216,809	$263,321	$641,454	$-46,512
2021	$155,830	$211,159	$664,833	$-55,329
2020	$76,822	$120,956	$657,495	$-44,134
2019	$85,477	$136,030	$727,473	$-50,553

Benevolent POE Van Wert Lodge #1197