Sarasota South 2495 BPOE USA Inc

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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

1974

Legal Domicile

Principal Officer

Dee Pico-Keim

Phone

9419222221

Tax Period

2023-04-01 to 2024-03-31

Sarasota South 2495 BPOE USA Inc, founded in 1974, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $298K exceeded revenue, resulting in a 16% operating deficit.

Mission

Provide services, activities and funds for U.S. military veterens, children and the local community

Program Service Accomplishments

Program 1

Provide service, activities and funds for U.S.veterens, children and the local community

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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 (2023)

Revenue Breakdown

Contributions & Grants $170,215

Program Service Revenue $0

Investment Income $14,965

Other Revenue $72,518

TOTAL REVENUE $257,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,992

Fundraising Expenses $0

Other Expenses $258,742

TOTAL EXPENSES $297,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,698	$297,364	-0.1%
Expenses	$297,734	$380,629	-0.2%
Net Income	$-40,036	$-83,265	-0.5%

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

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

$18,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Smith	Treasurer	20.00	Officer	$9,435	$0	$9,435
Debra Morton	Secretary	20.00	Officer	$9,231	$0	$9,231
Loretta Pico-Keim - Leading Knight	Director	20.00	Director	$0	$0	$0
Lynn Monahan - Loyal Knight	Director	10.00	Director	$0	$0	$0
Chris Keim	Trustee	10.00	Director	$0	$0	$0
James Brown	Trustee	10.00	Director	$0	$0	$0
Susan Harley - Exalted Ruler	Executive Dir.	20.00	Director	$0	$0	$0
Cynthis Vallencourt - Lecturing Kni	Director	10.00	Director	$0	$0	$0
Rose Wujcik	Trustee	10.00	Director	$0	$0	$0
Dennis Radogna	Trustee	10.00	Director	$0	$0	$0
Robert Lipps	Trustee	10.00	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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$257,698	$297,734	$1,137,034	$-40,036
2023	$297,364	$380,629	$1,258,679	$-83,265
2022	$369,668	$389,802	$1,287,148	$-20,134
2021	$236,256	$246,101	$1,246,112	$-9,845