STOCKDALE LODGE 2178

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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

1969

Legal Domicile

Phone

6618322722

Tax Period

2024-05-01 to 2025-04-30

STOCKDALE LODGE 2178, founded in 1969, is a small nonprofit in the Public & Societal Benefit sector that reported $471K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $110K, a strong 23% operating margin.

Mission

LODGE UNITES MEMBERS IN BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY. ACCOMPLISHED THROUGH YEAR ROUND SCHEDULE OF SOCIAL AND RECREATIONAL ACTIVITIES FOR MEMBERS/GUESTS ESTIMATED AT 1303

Program Service Accomplishments

Program 1

Expenses: $360,204 Revenue: $470,680

TO GENERATE FUNDS FOR MOOSEHEART (OUR CHILD CITY) AND MOOSEHAVEN (OUR SENIORS HOME) AND SENIORS IN NEED AS WELL IN OUR COMMUNITY. TO GENERATE FUNDS FOR COMMUNITY CHARITIES.

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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 $49,797

Program Service Revenue $0

Investment Income $5,285

Other Revenue $415,598

TOTAL REVENUE $470,680

Expense Breakdown

Grants Paid $38,467

Salaries & Benefits $11,832

Fundraising Expenses $0

Program Expenses $360,204

Other Expenses $309,905

TOTAL EXPENSES $360,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$470,680	$376,423	+0.3%
Expenses	$360,204	$288,567	+0.2%
Net Income	$110,476	$87,856	+0.3%

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
DEBORAH E JENSEN	ADMINISTRATOR	10.00	Officer	$0	$0	$0
MICHAEL ROUW	VICE PRESIDENT	10.00	Officer	$0	$0	$0
RICK E CLEMMONS Sr	PRESIDENT	40.00	Officer	$0	$0	$0
ERICA LINGLE	CHAPLAIN	10.00	Officer	$0	$0	$0
BECKY GROVE	TREASURER	10.00	Officer	$0	$0	$0
JERRY PRATHER Jr	1YR TRUSTEE	10.00	Officer	$0	$0	$0
ANSELMO FORZETTING	3YR TRUSTEE	10.00	Officer	$0	$0	$0
MARGARET PRYDE Jr	2YR TRUSTEE	10.00	Officer	$0	$0	$0
CHRISTINE MYERS-MAINLAND	JUNIOR PAST PRESIDENT	10.00	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	$470,680	$360,204	$820,423	$110,476
2024	$376,423	$288,567	$781,021	$87,856