Bunting Charity Lodge727 F & AM (EIN 237136883) - 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

1960

Legal Domicile

Principal Officer

SERGHEI VACULEAC

Phone

7186140558

Tax Period

2023-01-01 to 2023-12-31

Bunting Charity Lodge727 F & AM, founded in 1960, is a micro nonprofit that reported $69K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $22K, a strong 32% operating margin.

Mission

As a Masonic Lodge all income is disbursed in connection with conducting meetings and carrying on the finance of running the lodge

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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 $8,899

Program Service Revenue $0

Investment Income $59,931

Other Revenue $0

TOTAL REVENUE $68,830

Expense Breakdown

Grants Paid $6,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,922

Other Expenses $40,572

TOTAL EXPENSES $46,922

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,830	$60,286	+0.1%
Expenses	$46,922	$76,991	-0.4%
Net Income	$21,908	$-16,705	-2.3%

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

N/A

Independent Members

N/A

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
JIMMY GRACIA	President	N/A	Officer Director	$0	$0	$0
ALEX MAIORESCU	Secretary	N/A	Officer Director	$0	$0	$0
JAMES ROBERTS	Treasurer	N/A	Officer Director	$0	$0	$0
LEO WISNIEWSKI	Trustee	N/A	Director	$0	$0	$0
MARIO DUBOVICI	director	N/A	Officer 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
2024	No data	No data	No data	No data
2023	$68,830	$46,922	$1,452,111	$21,908
2022	$60,286	$76,991	$1,479,807	$-16,705
2021	$53,846	$61,675	$1,330,527	$-7,829
2020	$54,737	$22,441	$1,243,910	$32,296

Bunting Charity Lodge727 F & AM