SHELBYVILLE LODGE NO 1294 (EIN 370632832) - 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

1950

Legal Domicile

Principal Officer

WYLIE SMITH

Phone

2173430322

Tax Period

2024-05-01 to 2025-04-30

SHELBYVILLE LODGE NO 1294, founded in 1950, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Net assets of $405K represent 34 months of operating reserves.

Mission

SEE SCHEDULE 0

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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 $26,411

Program Service Revenue $0

Investment Income $4,882

Other Revenue $113,473

TOTAL REVENUE $144,766

Expense Breakdown

Grants Paid $18,043

Salaries & Benefits $77,916

Fundraising Expenses $0

Other Expenses $48,305

TOTAL EXPENSES $144,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,766	$161,097	-0.1%
Expenses	$144,264	$139,210	+0.0%
Net Income	$502	$21,887	-1.0%

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

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

$19,058

Total Directors

$10,009

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE MOREMAN	ADMINSTRATOR	N/A	Officer	$19,058	$0	$19,058
JAMES R SPIVEY	JR PAST PRESIDENT	N/A	Officer	$0	$0	$0
WYLIE SMITH	PRESIDENT	N/A	Officer	$0	$0	$0
MEGAN ZINDEL	TREASURER	N/A	Officer	$0	$0	$0
STEVE DARNELL	TRUSTEE 1 YEAR	N/A	Director	$0	$0	$0
BRENDA SADDORIS	TRUSTEE 2 YEAR	N/A	Director	$10,009	$0	$10,009
AARON MILLER	TRUSTEE 3 YEAR	N/A	Director	$0	$0	$0
BLAKE SUMMERS	VICE PRESIDENT	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
2025	$144,766	$144,264	$411,620	$502
2024	$161,097	$139,210	$410,405	$21,887
2023	$177,467	$135,944	$386,997	$41,523
2022	$145,146	$129,834	$344,095	$15,312
2021	$107,590	$88,516	$329,144	$19,074
2020	$138,616	$112,083	$308,957	$26,533
2019	$167,451	$130,782	$247,675	$36,669

SHELBYVILLE LODGE NO 1294