BROCKWAY SONS & DAUGHTERS OF ITALY LIBERTY LODGE 206 HOME ASS'N (EIN 250373125) - 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

1913

Legal Domicile

Principal Officer

ROBERT POTASH

Phone

8142684305

Tax Period

2025-01-01 to 2025-12-31

BROCKWAY SONS & DAUGHTERS OF ITALY LIBERTY LODGE 206 HOME ASS'N, founded in 1913, is a small nonprofit that reported $198K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $178K left a modest 10% surplus.

Mission

ENCOURAGING THE STUDY OF ITALIAN LANGUAGE AND CULTURE AND PRESERVING ITALIAN AMERICAN TRADITIONS

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,337

Program Service Revenue $0

Investment Income $230

Other Revenue $189,979

TOTAL REVENUE $197,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,150

Fundraising Expenses $0

Other Expenses $90,482

TOTAL EXPENSES $177,632

Year-over-Year Comparison

	2025	2024	Change
Revenue	$197,546	$179,658	+0.1%
Expenses	$177,632	$177,744	0.0%
Net Income	$19,914	$1,914	+9.4%

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

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

$6,364

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT POTASH	PRESIDENT	2.00	Officer	$0	$0	$0
NICK WARD	VICE PRESIDENT	2.00	Officer	$0	$0	$0
BARBARA KUNTZ	SECRETARY	6.00	Officer	$6,364	$0	$6,364
NICK BARBER	TREASURER	2.00	Officer	$0	$0	$0
SCOTT NICHOLS	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTIAN CAMUSO	TRUSTEE	2.00	Director	$0	$0	$0
STEVE POTASH	TRUSTEE	2.00	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
2025	$197,546	$177,632	$471,127	$19,914
2024	$179,658	$177,744	$452,343	$1,914
2023	$210,824	$150,904	$449,357	$59,920
2022	$199,348	$158,093	$389,252	$41,255
2021	$178,238	$141,428	$350,838	$36,810
2020	$150,541	$120,689	$315,320	$29,852

BROCKWAY SONS & DAUGHTERS OF ITALY LIBERTY LODGE 206 HOME ASS'N