UNITY LODGE NO 148 AF& AM OF CT (EIN 100004457) - 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

2002

Legal Domicile

Principal Officer

BILL BONNEY JR

Phone

8609307048

Tax Period

2024-12-01 to 2025-11-30

UNITY LODGE NO 148 AF& AM OF CT, founded in 2002, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Expenses of $256K left a modest 10% surplus.

Mission

PROMOTE THE BROTHERHOOD OF MAN AND TO PERFORM CHARITABLE WORKS AS DIRECTED BY ITS MEMBERS

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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 $13,045

Program Service Revenue $0

Investment Income $271,195

Other Revenue $0

TOTAL REVENUE $284,240

Expense Breakdown

Grants Paid $12,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,390

Other Expenses $244,109

TOTAL EXPENSES $256,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,240	$270,469	+0.1%
Expenses	$256,459	$102,164	+1.5%
Net Income	$27,781	$168,305	-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

108

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
JEFFERY DAVIS	MASTER	10.00	Officer	$0	$0	$0
ART JONES	TRUSTEE	5.00		$0	$0	$0
BRIAN BEALS	SECRETARY	10.00	Officer	$0	$0	$0
WILLIAM BONNEY	TREASURER	5.00	Officer	$0	$0	$0
HIRAM MORALES	SENIOR WARDEN	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	$284,240	$256,459	$2,088,599	$27,781
2024	No data	No data	No data	No data
2023	$123,680	$89,626	$1,601,705	$34,054
2022	$242,066	$184,233	$1,435,901	$57,833
2021	$261,211	$67,336	$2,051,020	$193,875
2020	$110,761	$73,033	$1,620,644	$37,728
2019	$89,207	$74,117	$1,144,260	$15,090
2018	$96,360	$84,035	$1,039,568	$12,325

UNITY LODGE NO 148 AF& AM OF CT