SOUTH HAVEN LODGE 697 LOYAL ORDER O (EIN 381222572) - 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

1944

Principal Officer

JAY PURCELL

Phone

2696371605

Tax Period

2024-05-01 to 2025-04-30

SOUTH HAVEN LODGE 697 LOYAL ORDER O, founded in 1944, is a small nonprofit that reported $388K in total revenue in fiscal year 2024. Expenses of $369K left a modest 5% surplus.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE, AND CHARITY. THIS IS ACCOMPLISHED THROUGH A YEAR-ROUND SCHEDULE OF ACTIVITIES FOR MEMBERS AND THEIR FAMILIES.

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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 $20,553

Program Service Revenue $0

Investment Income $59

Other Revenue $367,355

TOTAL REVENUE $387,967

Expense Breakdown

Grants Paid $15,057

Salaries & Benefits $143,998

Fundraising Expenses $0

Other Expenses $209,763

TOTAL EXPENSES $368,818

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,967	$385,117	+0.0%
Expenses	$368,818	$342,891	+0.1%
Net Income	$19,149	$42,226	-0.5%

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

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

$20,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY DEATER	SECRETARY	25.00	Officer	$20,800	$0	$20,800
DENISE TRANKER	TREASURER	2.00	Officer	$0	$0	$0
HOLLY BOYD	VICE PRESIDE	2.00	Officer	$0	$0	$0
KEVIN MCNICHOLAS	TRUSTEE	2.00	Officer	$0	$0	$0
JAY PURCELL	PRESIDENT	8.00	Officer	$0	$0	$0
DIANE TRIPP	TRUSTEE	2.00	Officer	$0	$0	$0
AMY JO ANDRUS	CHAPLIN	2.00	Officer	$0	$0	$0
KEVIN MCPHERSON	TRUSTEE	2.00	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	$387,967	$368,818	$549,604	$19,149
2024	$385,117	$342,891	$560,357	$42,226
2023	$327,538	$353,620	$547,114	$-26,082
2022	$319,366	$311,409	$599,541	$7,957
2021	$248,136	$211,595	$631,505	$36,541
2020	$214,096	$219,617	$570,743	$-5,521
2019	$245,481	$217,275	$596,409	$28,206

SOUTH HAVEN LODGE 697 LOYAL ORDER O