NATICK BPOE #1425 (EIN 041079653) - 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

1921

Legal Domicile

Principal Officer

JOHN HUGHES JR

Phone

5086539792

Tax Period

2024-04-01 to 2025-03-31

NATICK BPOE #1425, founded in 1921, is a small nonprofit in the Mutual Benefit sector that reported $247K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $306K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO CARRY ON FRATERNAL ACTIVITIES UNDER THE LODGE SYSTEM THE NET INCOME OF WHICH IS USED EXCLUSELY FOR BENEVOLENT AND CHARITABLE PURPOSES.

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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 $67,729

Program Service Revenue $10,542

Investment Income $14,964

Other Revenue $154,104

TOTAL REVENUE $247,339

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $35,311

Fundraising Expenses $0

Program Expenses $213,331

Other Expenses $265,683

TOTAL EXPENSES $305,994

Year-over-Year Comparison

	2024	2023	Change
Revenue	$247,339	$275,174	-0.1%
Expenses	$305,994	$276,654	+0.1%
Net Income	$-58,655	$-1,480	+38.6%

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

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

$122,289

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE DAVIS	CLERK	15.00	Director	$6,865	$0	$6,865
ANTHONY MANZELLO	VICE PRESIDENT	1.00	Director	$0	$0	$0
PAUL SANFORD	VICE PRESIDENT	1.00	Director	$110,520	$0	$110,520
SHAWN KERR	PRESIDENT	1.00	Director	$0	$0	$0
ROSS ALLEN	VICE PRESIDENT	1.00	Director	$0	$0	$0
RAY ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HUGHES JR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FITZGIBBONS	DIRECTOR	1.00	Director	$0	$0	$0
W SCOTT LOWELL	TREASURER	1.00	Director	$4,904	$0	$4,904
BRIAN MAGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE RYDER	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
2025	$247,339	$305,994	$637,250	$-58,655
2024	$275,174	$276,654	$691,830	$-1,480
2023	$275,840	$305,677	$671,025	$-29,837
2022	$224,395	$226,253	$674,859	$-1,858
2021	$121,341	$211,793	$693,972	$-90,452
2020	$275,454	$327,280	$819,097	$-51,826
2019	$262,816	$279,442	$886,446	$-16,626

NATICK BPOE #1425