BERKELEY SPRINGS LODGE 1483 (EIN 550368008) - 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

1951

Legal Domicile

Tax Period

2023-05-01 to 2024-04-30

BERKELEY SPRINGS LODGE 1483, founded in 1951, is a small nonprofit that reported $219K in total revenue in fiscal year 2023. The organization ran a surplus of $68K, a strong 31% operating margin.

Mission

THE ORGANIZATION UNITES ITS MEMBERS IN THE BOD OF FRAERNITY, BENEVOLENCE, AND CHARITY THROUGH YEAR ROUND SOCIAL AND RECREATIONAL 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 (2023)

Revenue Breakdown

Contributions & Grants $5,247

Program Service Revenue $27,120

Investment Income $13,291

Other Revenue $173,500

TOTAL REVENUE $219,158

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,979

Fundraising Expenses $0

Program Expenses $177,421

Other Expenses $123,405

TOTAL EXPENSES $151,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,158	$219,416	0.0%
Expenses	$151,444	$193,609	-0.2%
Net Income	$67,714	$25,807	+1.6%

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

$16,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE VANORSDALE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MARK A HARFORD	ADMINISTRATOR	20.00	Key Emp	$0	$0	$0
JOHN OLSON	CHAPLAIN	5.00	Officer	$0	$0	$0
JAMIE STONER	TREASURER	5.00	Officer	$16,000	$0	$16,000
WALTER VANORSDALE	TRUSTEE	5.00	Officer	$0	$0	$0
DAVID TRUAX	TRUSTEE	5.00	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
2024	$219,158	$151,444	$2,138,126	$67,714
2023	$219,416	$193,609	$2,053,447	$25,807
2022	$235,910	$237,464	$2,120,395	$-1,554
2021	$139,051	$200,610	$1,016,915	$-61,559
2020	$169,028	$208,132	$1,100,139	$-39,104

BERKELEY SPRINGS LODGE 1483