SIR WALTER LODGE NO411 INDEPENDENT… - Form 990 Financial Data

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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

2016

Legal Domicile

Principal Officer

VINCENT L DORIA

Phone

9195621621

Tax Period

2018-01-01 to 2018-12-31

SIR WALTER LODGE NO411 INDEPENDENT ORDER OF ODD FELLOWS INC, founded in 2016, is a micro nonprofit that reported $30K in total revenue in fiscal year 2018. Revenue fell 67% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 11% operating deficit.

Mission

Established with primary purpose to aid the needy and distressed and to educate the orphaned. Members unite to provide social and practical support for each other and their communities in every way possible.

Program Service Accomplishments

Program 1

-Provided educational scholarships totaling $2800. -The Widow's Benefit provides $50/Year benefit to surviving spouses of members. -Donations made to several other organizations including: Gigi's...

-Provided educational scholarships totaling $2800. -The Widow's Benefit provides $50/Year benefit to surviving spouses of members. -Donations made to several other organizations including: Gigi's Playhouse, Triangle Downs Syndrome Association,Youth Baseball, Provident Senior Living, Raleigh and Durham Rescue Missions, and Samaritans Purse.

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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 (2018)

Revenue Breakdown

Contributions & Grants $404

Program Service Revenue $0

Investment Income $29,351

Other Revenue $0

TOTAL REVENUE $29,755

Expense Breakdown

Grants Paid $8,642

Salaries & Benefits $1,433

Fundraising Expenses $0

Other Expenses $23,082

TOTAL EXPENSES $33,157

Year-over-Year Comparison

	2018	2017	Change
Revenue	$29,755	$90,614	-0.7%
Expenses	$33,157	$34,380	0.0%
Net Income	$-3,402	$56,234	-1.1%

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

$960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY WASHAM	SECRETARY	5.000	Officer	$480	$0	$480
VINCENT DORIA	TREASURER	5.000	Officer	$480	$0	$480

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
2018	$29,755	$33,157	$1,618,448	$-3,402

SIR WALTER LODGE NO411 INDEPENDENT ORDER OF ODD FELLOWS INC