Bristol Lodge No 1010 BPOE (EIN 060258852) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1916

Legal Domicile

Principal Officer

Shawn Martin

Phone

8605833350

Tax Period

2024-04-01 to 2025-03-31

Bristol Lodge No 1010 BPOE, founded in 1916, is a small nonprofit that reported $307K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Net assets of $1.1M represent 42 months of operating reserves.

Mission

To provide social welfare to its members as well as providing community service.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $129,071

Program Service Revenue $0

Investment Income $6,033

Other Revenue $172,278

TOTAL REVENUE $307,382

Expense Breakdown

Grants Paid $22,125

Salaries & Benefits $80,729

Fundraising Expenses $0

Program Expenses $307,020

Other Expenses $204,166

TOTAL EXPENSES $307,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,382	$363,355	-0.2%
Expenses	$307,020	$317,508	0.0%
Net Income	$362	$45,847	-1.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$17,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deborah Juskevicius	Treasurer	10.00	Officer	$8,500	$0	$8,500
Caroline Martin	Secretary	10.00	Officer	$8,500	$0	$8,500
Hector Martinez	Est Loyal Knight	5.00	Officer Director	$0	$0	$0
Shawn Martin	Exalted Ruler	5.00	Officer Director	$0	$0	$0
Chad Layton	Est Leading Knight	5.00	Officer Director	$0	$0	$0
Sandy Leba	Est Leturing Knight	5.00	Officer Director	$0	$0	$0
Steve Chase	Trustee	5.00	Officer Director	$0	$0	$0
Valerie Layton	Trustee	5.00	Officer Director	$0	$0	$0
Laela Portal	Trustee	5.00	Officer Director	$0	$0	$0
Andre Letourneau	Trustee	5.00	Officer Director	$0	$0	$0
Jay Yuschak	Esquire	5.00	Officer	$0	$0	$0
Michael Lauzier	Tiler	5.00	Officer	$0	$0	$0
Jessica Vinall	Chaplain	5.00	Officer	$0	$0	$0
Brenda Arnold	Inner Guard	5.00	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	$307,382	$307,020	$1,194,389	$362
2024	$363,355	$317,508	$1,213,550	$45,847
2023	$328,393	$270,985	$1,142,051	$57,408
2022	$216,279	$231,263	$1,112,186	$-14,984
2021	$145,028	$164,275	$1,125,331	$-19,247
2020	$201,382	$129,076	$1,126,330	$72,306
2019	$235,876	$219,195	$1,131,860	$16,681

Bristol Lodge No 1010 BPOE