WINCHESTER HIRAM LODGE #21 (EIN 540452977) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1768

Legal Domicile

Principal Officer

KEVIN P WALEK

Phone

5402522769

Tax Period

2024-12-01 to 2025-11-30

WINCHESTER HIRAM LODGE 21, founded in 1768, is a small nonprofit that reported $159K in total revenue in fiscal year 2017. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $130K, a strong 82% operating margin.

Mission

SCHOLARSHIPS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,204

Program Service Revenue $0

Investment Income $65,140

Other Revenue $54,364

TOTAL REVENUE $129,708

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $64,290

TOTAL EXPENSES $94,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$129,708	$122,598	+0.1%
Expenses	$94,290	$106,549	-0.1%
Net Income	$35,418	$16,049	+1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICAHEL A SINGLETON	TRUSTEE	0.00	Director	$0	$0	$0
MARSHALL T REED	TRUSTEE	0.00	Director	$0	$0	$0
JOSEPH J VACCHIO	TRUSTEE	0.00	Director	$0	$0	$0
KEVIN P WALEK	SECRETARY	20.00	Officer Director	$0	$0	$0
HAROLD A CHADSEY	TREASURER	10.00	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	$129,708	$94,290	$2,011,407	$35,418
2024	$122,598	$106,549	$1,926,524	$16,049
2023	$60,009	$97,031	$1,879,222	$-37,022
2022	$131,347	$147,957	$1,879,278	$-16,610
2021	$259,440	$59,315	$1,984,777	$200,125
2020	$37,306	$53,418	$1,784,652	$-16,112
2019	$227,253	$45,238	$1,800,764	$182,015
2018	$158,858	$29,115	$1,618,749	$129,743

WINCHESTER HIRAM LODGE #21