Jersey City Lodge#266 (EIN 226167728) - 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

1912

Legal Domicile

Principal Officer

James Beckner

Phone

2014327579

Tax Period

2024-05-01 to 2025-04-30

Jersey City Lodge#266, founded in 1912, is a small nonprofit in the Mutual Benefit sector that reported $231K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $215K left a modest 7% surplus.

Mission

The organization unites its members in a year round schedule of social and recretional activities for members and their families

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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 $24,636

Program Service Revenue $185,179

Investment Income $0

Other Revenue $21,170

TOTAL REVENUE $230,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,820

Fundraising Expenses $0

Program Expenses $214,602

Other Expenses $196,782

TOTAL EXPENSES $214,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$230,985	$254,377	-0.1%
Expenses	$214,602	$216,819	0.0%
Net Income	$16,383	$37,558	-0.6%

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

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	Role	Reportable Comp	Other Comp	Total
MEL SMALLS	3rd Year Trustee	Director	$0	$0	$0
RUSSELL NOLAN	1st Year Trustee	Director	$0	$0	$0
WILLIAM GARETTSON	2nd Trustee		$0	$0	$0
JAMES BECKNER	Administraror	Officer	$0	$0	$0
DANIEL O'CONNOR	Prelate	Officer	$0	$0	$0
FERNANDO ACUNA	Governor	Officer	$0	$0	$0
THOMAS O'CONNOR	Jr Past Governor	Officer	$0	$0	$0
LOU PADIN	Treasurer	Officer	$0	$0	$0
MICHAEL PRINS	JrGovernor	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	$230,985	$214,602	$693,080	$16,383
2024	$254,377	$216,819	$676,696	$37,558
2023	$265,275	$229,746	$639,138	$35,529
2022	$228,516	$209,886	$603,611	$18,630
2021	$104,422	$80,550	$584,981	$23,872
2020	$259,456	$241,432	$561,109	$18,024

Jersey City Lodge#266