Aeolian Lodge No 51 Independent Or… - 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

1959

Legal Domicile

Phone

2708423566

Tax Period

2024-01-01 to 2024-12-31

Aeolian Lodge No 51 Independent Order of Oddfellows, founded in 1959, is a micro nonprofit that reported $37K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $6K, a strong 15% operating margin.

Mission

THE AEOLIAN LODGE #51 WAS ORGANIZED TO IMPROVE AND ENHANCE THE CHARACTER OF MAN. DEATH BENEFITS ARE PROVIDED TO WIDOWS AND CHILDREN OF MEMBERS.

Program Service Accomplishments

Program 1

Expenses: $31,708 Revenue: $34,069

DEATH BENEFITS ARE PROVIDED TO SURVIVING SPOUSES AND CHILDREN OF MEMBERS.

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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 $3,372

Program Service Revenue $0

Investment Income $33,869

Other Revenue $200

TOTAL REVENUE $37,441

Expense Breakdown

Grants Paid $14,531

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,708

Other Expenses $16,227

TOTAL EXPENSES $31,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$37,441	$32,131	+0.2%
Expenses	$31,708	$35,070	-0.1%
Net Income	$5,733	$-2,939	-3.0%

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

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
BRUCE POTEET	VICE GRAND	3.0	Officer Director	$0	$0	$0
JIM SCHAEFFER	SECRETARY	3.0	Officer Director	$0	$0	$0
SAM FLENER	TREASURER	3.0	Officer Director	$0	$0	$0
STEVE STAHL	NOBLE GRAND	3.0	Officer Director	$0	$0	$0
ED GANN	DIRECTOR OF ENDOWMENT	3.0	Director	$0	$0	$0
JOE LOWE	DIRECTOR OF ENDOWMENT	3.0	Director	$0	$0	$0
JOHN RENFROW	DIRECTOR OF ENDOWMENT	3.0	Director	$0	$0	$0
LARRY FLOWERS	DIRECTOR OF ENDOWMENT	3.0	Director	$0	$0	$0
MARK FLENER	DIRECTOR OF ENDOWMENT	3.0	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	$37,441	$31,708	$653,964	$5,733
2023	$32,131	$35,070	$608,135	$-2,939
2022	$44,677	$42,104	$560,947	$2,573
2021	$68,213	$31,029	$692,315	$37,184
2020	$35,472	$18,239	$649,076	$17,233
2019	$33,096	$21,337	$622,046	$11,759
2018	$54,240	$28,467	$546,198	$25,773

Aeolian Lodge No 51 Independent Order of Oddfellows