UNIVERSITY LODGE 631 CHARITIES

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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

2024

Legal Domicile

Principal Officer

Robert D Giesseman

Phone

6147926311

Tax Period

2024-10-01 to 2025-09-30

UNIVERSITY LODGE 631 CHARITIES, founded in 2024, is a micro nonprofit in the Education sector that reported $88K in total revenue in fiscal year 2024. The organization ran a surplus of $86K, a strong 97% operating margin.

Mission

To support and work with 501c3 organizations that exist for humanitarian outreach and educational purposes. Youth Organizations.

Program Service Accomplishments

Program 1

Expenses: $1,215 Revenue: $0

Donations made to twelve 501(C)(3) Organizations in central Ohio Insurance Policy Filing Fee

Program 2

Expenses: $0 Revenue: $0

Educational and 501 (c) (3) organizations

Program 3

Expenses: $0 Revenue: $0

Donations made to three youth organizations, three 501 (c) (3) organizations

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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 $0

Program Service Revenue $0

Investment Income $88,375

Other Revenue $0

TOTAL REVENUE $88,375

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,215

Other Expenses $2,430

TOTAL EXPENSES $2,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,375	$82,577	+0.1%
Expenses	$2,430	$941	+1.6%
Net Income	$85,945	$81,636	+0.1%

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

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
Daniel Vermeirer	Director	1	Director	$0	$0	$0
David Zambo	Director	1	Director	$0	$0	$0
David Wolfe	Director	1	Director	$0	$0	$0
Robert Hance	Director	1	Director	$0	$0	$0
William Wolfe	President	1	Director	$0	$0	$0
Ed Badger	Secretary	1	Director	$0	$0	$0
Robert Giesseman	Treasurer	1	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	$88,375	$2,430	$1,118,324	$85,945
2024	$82,577	$941	$857,271	$81,636
2023	$28,775	$941	$771,561	$27,834
2021	$112,597	$18,212	$549,079	$94,385
2020	$24,831	$24,831	$318,659	No data
2019	$318,659	No data	$318,659	No data