WESTBROOK LODGE 1784 BPOE (EIN 060640033) - 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

1949

Legal Domicile

Principal Officer

JOHN BEATTY

Phone

8603999191

Tax Period

2024-04-01 to 2025-03-31

WESTBROOK LODGE 1784 BPOE, founded in 1949, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $630K, a strong 31% operating margin.

Mission

FRATERNAL OPERATIONS-MEMBERS LOUNGE AND FOOD SERVICES FOR APPROXIMATELY 2,600 MEMBERS BANQUET SERVICES FOR AFFILIATED MEMBERS AND NON-MEMBERS AND BENEVOLENT SERVICES REGARDING CHARITIES AND SCHOLARSHIPS.

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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 $790,530

Program Service Revenue $0

Investment Income $35,190

Other Revenue $1,184,927

TOTAL REVENUE $2,010,647

Expense Breakdown

Grants Paid $139,753

Salaries & Benefits $495,206

Fundraising Expenses $0

Other Expenses $745,361

TOTAL EXPENSES $1,380,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,010,647	$1,416,792	+0.4%
Expenses	$1,380,320	$1,156,563	+0.2%
Net Income	$630,327	$260,229	+1.4%

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

600

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

$15,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES GILLIS	Secretary	12.00	Officer	$12,500	$0	$12,500
JOHN BEATTY	Treasurer	3.00	Officer	$2,500	$0	$2,500
REX CLAYTON	Trustee	1.00	Director	$0	$0	$0
GLEN VALLEE	Trustee	1.00	Director	$0	$0	$0
RICK SHELDON	Trustee	1.00	Director	$0	$0	$0
JOE CARPIO	Trustee	1.00	Director	$0	$0	$0
CAROLYN VALLEE	Trustee	1.00	Director	$0	$0	$0
MARK MORIN	EST LOYAL KNIGH	1.00	Director	$0	$0	$0
KEVIN DELORETO	Trustee	1.00	Director	$0	$0	$0
ADAM PALERMO	Trustee	1.00	Officer	$0	$0	$0
RICK NEWBERG	EST LEAD KNIGH	1.00	Officer	$0	$0	$0
MARK GRAVELINE	EST LECT KNIGHT	1.00	Officer	$0	$0	$0
DAVE PERREGAUX	EXALTED RULER	1.00	Officer	$0	$0	$0
MARYLOU CLAYTON	TILER	1.00	Officer	$0	$0	$0
JOHN HAJNAL	ESQUIRE	1.00	Officer	$0	$0	$0
JENNY JENDRZEWSKI	CHAPLIN	1.00	Officer	$0	$0	$0
LAURIE DAVIS	INNER GUARD	1.00	Officer	$0	$0	$0
KELLY MARTIN	PRESID JUSTICE	1.00	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	$2,010,647	$1,380,320	$3,616,034	$630,327
2024	$1,416,792	$1,156,563	$2,816,830	$260,229
2023	$1,335,226	$1,057,046	$2,538,505	$278,180
2022	$1,231,439	$1,008,064	$2,219,100	$223,375
2021	$701,959	$727,640	$1,919,065	$-25,681
2020	$925,020	$785,453	$1,880,502	$139,567

WESTBROOK LODGE 1784 BPOE