LIMA LODGE NO 199 LOYAL ORDER (EIN 344292730) - 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

Principal Officer

TRICIA WILLIAMSON

Phone

4192258271

Tax Period

2024-05-01 to 2025-04-30

LIMA LODGE NO 199 LOYAL ORDER is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $378K, a strong 32% operating margin.

Mission

The organization unites its members in the bands of fraternity, benevolence and charity accomplished through social and recreational activites

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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 $15,410

Program Service Revenue $542,723

Investment Income $177

Other Revenue $618,689

TOTAL REVENUE $1,176,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $301,266

Fundraising Expenses $0

Other Expenses $497,907

TOTAL EXPENSES $799,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,176,999	$1,088,214	+0.1%
Expenses	$799,173	$739,318	+0.1%
Net Income	$377,826	$348,896	+0.1%

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

100

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
TRICIA WILLIAM	ADMIN	40	Officer	$0	$0	$0
MICHAEL BLAINE	PRESIDENT	10	Director	$0	$0	$0
ROBERT HAUENST	VP	5	Director	$0	$0	$0
TERRY DUNN	TREASURER	5	Director	$0	$0	$0
TOM STAUP	CHAPLAIN	5	Director	$0	$0	$0
KELLI HAUENS	TRUSTEE	5	Director	$0	$0	$0
MATT BOEDICKER	TRUSTEE	5	Director	$0	$0	$0
DAVE FALEY	PAST PRES	5	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	$1,176,999	$799,173	$2,048,606	$377,826
2024	$1,088,214	$739,318	$1,675,812	$348,896
2023	$847,314	$575,972	$1,354,757	$271,342
2022	$807,291	$792,588	$1,090,191	$14,703
2021	$687,431	$591,391	$1,063,881	$96,040

LIMA LODGE NO 199 LOYAL ORDER