New Bethlehem Lodge No 366 Loyal 366 (EIN 250628880) - 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

2000

Legal Domicile

Principal Officer

Theodore Wells

Phone

8142753939

Tax Period

2024-05-01 to 2025-04-30

New Bethlehem Lodge No 366 Loyal 366, founded in 2000, is a small nonprofit that reported $222K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $55K, a strong 25% operating margin.

Mission

Fraternalism

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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 $3,000

Program Service Revenue $0

Investment Income $0

Other Revenue $219,448

TOTAL REVENUE $222,448

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,991

Fundraising Expenses $0

Program Expenses $117,851

Other Expenses $116,847

TOTAL EXPENSES $167,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,448	$244,318	-0.1%
Expenses	$167,838	$136,103	+0.2%
Net Income	$54,610	$108,215	-0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theodore Wells	Administrator	010.00	Officer Director	$0	$0	$0
Marlin Price	President	002.00	Officer Director	$0	$0	$0
Lisa Bowser	Trustee	002.00	Officer Director	$0	$0	$0
Steven Young	Vice President	002.00	Officer Director	$0	$0	$0
Steve Mohney	Jr Past President	002.00	Officer Director	$0	$0	$0
Cathy Hale	Chaplin	002.00	Officer Director	$0	$0	$0
Ashley Wells	Trustee	010.00	Officer Director	$0	$0	$0
Corinne Shaffer	Trustee	002.00	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
2025	$222,448	$167,838	$518,949	$54,610
2024	$244,318	$136,103	$500,583	$108,215
2023	$169,068	$127,030	$405,209	$42,038
2022	$147,123	$104,708	$372,473	$42,415
2021	$88,608	$78,928	$315,349	$9,680
2020	$102,369	$93,293	$307,384	$9,076
2019	$92,454	$86,170	$311,772	$6,284
2018	$90,653	$112,639	$304,881	$-21,986

New Bethlehem Lodge No 366 Loyal 366