BPOE MILLSTONE 2613 (EIN 222308930) - 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

1980

Legal Domicile

Principal Officer

ANDREA WATSON

Phone

6092598911

Tax Period

2024-04-01 to 2025-03-31

BPOE MILLSTONE 2613, founded in 1980, is a small nonprofit that reported $183K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

CHARITABLE & SOCIAL

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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 $22,908

Program Service Revenue $32,690

Investment Income $6,706

Other Revenue $120,735

TOTAL REVENUE $183,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,609

Program Expenses $120,941

Other Expenses $147,361

TOTAL EXPENSES $147,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,039	$195,970	-0.1%
Expenses	$147,361	$144,351	+0.0%
Net Income	$35,678	$51,619	-0.3%

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

420

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNEMARIE BELLI	TILER	N/A	Officer	$0	$0	$0
EUGENE BELLI	LEADING KNIG	N/A	Officer	$0	$0	$0
MICHAEL CUNNINGHAM	SECRETARY	N/A	Officer	$0	$0	$0
BRAD DONNELL	INNER GUARD	N/A	Officer	$0	$0	$0
CAROLYN HOLDEN	TREASURER	N/A	Officer	$0	$0	$0
TOM MATUSZ	ESQUIRE	N/A	Officer	$0	$0	$0
PAUL PEPE	CHAPLIN	N/A	Officer	$0	$0	$0
CINDY ROGINSKI	LECTURING KN	N/A	Officer	$0	$0	$0
FRANK ROGINSKI	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
ANDREA WATSON	EXALTED RULE	N/A	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	$183,039	$147,361	$334,037	$35,678
2024	$195,970	$144,351	$293,920	$51,619
2023	$150,369	$164,250	$242,301	$-13,881
2022	$220,694	$150,263	$256,182	$70,431

BPOE MILLSTONE 2613