HOLY SEPULCHRE COMMANDERY NO 8 KT C/O GERALD A PHANEUF (EIN 050167385) - 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

1847

Legal Domicile

Principal Officer

GERALD PHANEUF

Phone

4017660454

Tax Period

2024-06-01 to 2025-05-31

HOLY SEPULCHRE COMMANDERY NO 8 KT C/O GERALD A PHANEUF, founded in 1847, is a small nonprofit that reported $136K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $4.1M represent 358 months of operating reserves.

Mission

FRATERNITY WITH A PHILANTHROPIC MISSION.

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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 $66,788

Program Service Revenue $5,924

Investment Income $88,008

Other Revenue $-24,270

TOTAL REVENUE $136,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,450

Fundraising Expenses $0

Other Expenses $142,951

TOTAL EXPENSES $146,401

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,450	$147,983	-0.1%
Expenses	$146,401	$195,681	-0.3%
Net Income	$-9,951	$-47,698	-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

$2,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM E CHEETHAM	COMMANDER	2.00	Officer	$0	$0	$0
FREDERICK WILMOTT	GENERALISSIMO	2.00	Officer	$0	$0	$0
DAVID SOUSA	CAPTAIN GENERAL	2.00	Officer	$0	$0	$0
GERALD PHANEUF	TREASURER	5.00	Officer	$600	$0	$600
BRYAN SIMMONS	SECRETARY	5.00	Officer	$600	$0	$600
RICHARD PICARD	CHAIRMAN	2.00	Officer	$500	$0	$500
GEORGE YOUNG JR	TRUSTEE	2.00	Officer	$500	$0	$500
ROBERT LYLE	TRUSTEE	2.00	Officer	$500	$0	$500

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	$136,450	$146,401	$4,068,125	$-9,951
2024	$147,983	$195,681	$3,812,642	$-47,698
2023	$106,016	$131,608	$3,658,293	$-25,592
2022	$229,982	$138,267	$3,513,113	$91,715
2021	$568,264	$87,975	$3,525,320	$480,289
2020	$58,290	$106,039	$2,699,582	$-47,749
2019	$148,392	$102,499	$2,709,118	$45,893

HOLY SEPULCHRE COMMANDERY NO 8 KT C/O GERALD A PHANEUF