West Roxbury-Dorchester Lodge AF &… - Form 990 Financial Data

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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

Robert R Khouri II

Phone

7813205600

Tax Period

2024-09-01 to 2025-08-31

West Roxbury-Dorchester Lodge AF & AM, founded in 1912, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $11K, a strong 20% operating margin.

Mission

Fraternal Education & Charity

Program Service Accomplishments

Program 1

Fraternalism and education of new members has been the main focus of organization along with several charitable endeavors

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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 $8,690

Program Service Revenue $3,343

Investment Income $40,514

Other Revenue $0

TOTAL REVENUE $52,547

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41,984

TOTAL EXPENSES $41,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,547	$70,359	-0.3%
Expenses	$41,984	$29,201	+0.4%
Net Income	$10,563	$41,158	-0.7%

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

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
Robert R Khouri II	Master	6.00	Officer	$0	$0	$0
Daniel Lewis	Senior Warden	4.00	Officer	$0	$0	$0
James R Foley	Junior Warden	4.00	Officer	$0	$0	$0
Robert P Shedd	Treasurer	4.00	Officer	$0	$0	$0
William A Beaulieu	Secretary	6.00	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	$52,547	$41,984	$821,130	$10,563
2024	$70,359	$29,201	$791,636	$41,158
2023	$76,058	$24,972	$683,815	$51,086
2022	$9,202	$26,145	$679,399	$-16,943
2021	$13,740	$29,864	$726,130	$-16,124
2020	$51,933	$37,938	$712,722	$13,995
2019	$503,686	$27,471	$685,607	$476,215

West Roxbury-Dorchester Lodge AF & AM