Weller Association Aerospace Industrial Lodge No 751 (EIN 910833127) - 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

1968

Legal Domicile

Principal Officer

Richard E Jackson

Phone

8007631301

Tax Period

2024-01-01 to 2024-12-31

Weller Association Aerospace Industrial Lodge No 751, founded in 1968, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $177K, a strong 95% operating margin.

Mission

Granted financial support to Machinist Institute, a 501(C) 3 charitable organization.

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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 $187,245

Other Revenue $0

TOTAL REVENUE $187,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,815

Other Expenses $9,815

TOTAL EXPENSES $9,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,245	$203,527	-0.1%
Expenses	$9,815	$307,767	-1.0%
Net Income	$177,430	$-104,240	-2.7%

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

$406,040

Total Directors

$406,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jonathan Holden	President	1.00	Officer Director	$0	$0	$210,569
Richard Jackson	Secretary-Treasurer	1.00	Officer Director	$0	$0	$195,471
Levi Wilson	Director	1.00	Director	$0	$0	$0
Joshua Koopmans	Director	1.00	Director	$0	$0	$0
Bruce McFarland	Director	1.00	Director	$0	$0	$0
Kevin Currie	Director	1.00	Director	$0	$0	$0
Allen Eveland	Director	1.00	Director	$0	$0	$0
Wallace Pleasants	Director	1.00	Director	$0	$0	$0
James Henie	Director	1.00	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	$187,245	$9,815	No data	$177,430
2023	$203,527	$307,767	$6,812,928	$-104,240
2022	$41,140	$16,427	$6,802,219	$24,713
2022	$121,015	$6,066	$6,917,168	$114,949
2021	$159,677	$18,262	$7,181,965	$141,415
2020	$150,482	$80,434	$7,040,550	$70,048
2019	$6,203,297	$383,110	$6,999,096	$5,820,187

Weller Association Aerospace Industrial Lodge No 751