INDEPENDENT ORDER OF ODD FELLOWS WISCONSIN GRAND LODGE

EIN: 390366558

GREEN BAY, WI

Total Revenue
$513,807
Total Expenses
$305,331
Total Assets
$5,250,804
Net Assets
$5,266,043
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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
1887
Legal Domicile
WI
Principal Officer
JEFFERY JONES
Phone
9204069860
Tax Period
2023-01-01 to 2023-12-31

INDEPENDENT ORDER OF ODD FELLOWS WISCONSIN GRAND LODGE, founded in 1887, is a small nonprofit that reported $514K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $208K, a strong 41% operating margin.

Mission

TO IMPROVE AND ELEVATE THE CHARACTER OF MANKIND.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10
Program Service Revenue $12,475
Investment Income $315,390
Other Revenue $185,932
TOTAL REVENUE $513,807

Expense Breakdown

Grants Paid $22,309
Salaries & Benefits $97,841
Fundraising Expenses $0
Other Expenses $185,181
TOTAL EXPENSES $305,331

Year-over-Year Comparison

2023 2022 Change
Revenue $513,807 $314,871 +0.6%
Expenses $305,331 $245,419 +0.2%
Net Income $208,476 $69,452 +2.0%
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

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Governance

Voting Members
11
Independent Members
10
Employees
3
Volunteers
12

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
6
$53,263
Total Directors
13
$53,263
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFERY JONES GRAND MASTER 1.00
Officer Director
$0 $0 $0
DALE STEVENSON DEPUTY GRAND MASTER 1.00
Officer Director
$0 $0 $0
THOMAS HEINS GRAND WARDEN/PAST GRAND MASTER 1.00
Officer Director
$0 $0 $0
TAMI ADAMS PART-YEAR GRAND WARDEN 1.00
Officer Director
$0 $0 $0
JOYCE M PROULX GRAND SECRETARY 40.00
Officer Director
$53,263 $0 $53,263
LOREN CUNNINGHAM GRAND TREASURER 1.00
Officer Director
$0 $0 $0
SARA FUHLBOHM GRAND CHAPLAIN 1.00
Director
$0 $0 $0
JONATHAN BUCK GRAND MARSHAL 1.00
Director
$0 $0 $0
DONALD MCKELVEY PART-YEAR GRAND CONDUCTOR 1.00
Director
$0 $0 $0
STEVE STASKAL PART-YEAR GRAND CONDUCTOR 1.00
Director
$0 $0 $0
JAMES HEISNER GRAND GUARDIAN 1.00
Director
$0 $0 $0
RICK JERRY GRAND HERALD 1.00
Director
$0 $0 $0
RICHARD SMITH GRAND TRUSTEE 1.00
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
2024 No data No data No data No data
2023 $513,807 $305,331 $5,250,804 $208,476
2023 $514,037 $355,456 $5,243,451 $158,581
2022 $314,871 $245,419 $4,724,408 $69,452
2021 $388,348 $227,647 $5,349,331 $160,701
2020 $390,038 $307,320 $4,940,007 $82,718
2019 $409,984 $305,780 $4,472,249 $104,204
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