VENTURA ODD FELLOWS LODGE #201 (EIN 950863070) - 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

1962

Legal Domicile

Principal Officer

REDGIE FLEEMAN

Phone

8056461262

Tax Period

2023-01-01 to 2023-12-31

VENTURA ODD FELLOWS LODGE #201, founded in 1962, is a small nonprofit that reported $161K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $178K exceeded revenue, resulting in a 11% operating deficit.

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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 $2,350

Program Service Revenue $0

Investment Income $0

Other Revenue $158,187

TOTAL REVENUE $160,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,200

Fundraising Expenses $0

Program Expenses $169,369

Other Expenses $176,665

TOTAL EXPENSES $177,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,537	$136,641	+0.2%
Expenses	$177,865	$233,845	-0.2%
Net Income	$-17,328	$-97,204	-0.8%

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

N/A

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
DOOWEEE WARNER	NOBLE GRAND	4.00	Director	$0	$0	$0
TED POLISKEY	TREASURER	4.00	Director	$0	$0	$0
ABEL LAZARO	VICE GRAND	4.00	Director	$0	$0	$0
DION HANSON	SECRETARY	5.00	Officer	$0	$0	$0
CHARLIE STEVENSON	FINANCE SECRETARY	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$160,537	$177,865	$163,532	$-17,328
2022	$136,641	$233,845	$181,015	$-97,204
2021	$175,854	$45,954	$272,339	$129,900
2020	$109,417	$90,654	$142,439	$18,763
2019	$15,646	$103,739	$202,018	$-88,093
2018	$119,165	$47,954	$307,134	$71,211

VENTURA ODD FELLOWS LODGE #201