Lakewood RanchSarasota BPOE Lodge 2855

EIN: 264821354

Bradenton, FL

Total Revenue
$489,719
Total Expenses
$457,518
Total Assets
$2,503,591
Net Assets
$1,665,277
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
FL
Principal Officer
Mark Liddell
Phone
9417272855
Tax Period
2025-04-01 to 2026-03-31

Lakewood RanchSarasota BPOE Lodge 2855, founded in 2009, is a small nonprofit that reported $490K in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Expenses of $458K left a modest 7% surplus.

Mission

Provide services, activities and funds for U.S. military veterans, children and the local community

Program Service Accomplishments

Program 1

Provide services, activities and funds for U.S. veterans, children and the local community

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $259,523
Program Service Revenue $0
Investment Income $0
Other Revenue $230,196
TOTAL REVENUE $489,719

Expense Breakdown

Grants Paid $0
Salaries & Benefits $62,219
Fundraising Expenses $0
Other Expenses $395,299
TOTAL EXPENSES $457,518

Year-over-Year Comparison

2025 2024 Change
Revenue $489,719 $546,615 -0.1%
Expenses $457,518 $520,227 -0.1%
Net Income $32,201 $26,388 +0.2%
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

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Governance

Voting Members
11
Independent Members
11
Employees
11
Volunteers
60

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
0
$0
Total Directors
11
$29,934
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brett Davis - Secretary Secretary 20.00
Director
$15,084 $0 $15,084
Faith Frost - Treasurer Treasurer 20.00
Director
$14,850 $0 $14,850
Mark Liddell - Exalted Ruler Executive Dir. 20.00
Director
$0 $0 $0
Alex Burke - Leading Knight Director 10.00
Director
$0 $0 $0
Dave Bernst - Loyal Knight Director 10.00
Director
$0 $0 $0
Bill Earl - Lecturing Knight Director 10.00
Director
$0 $0 $0
Darrin Simone Trustee 10.00
Director
$0 $0 $0
Jerry Ditty Trustee 10.00
Director
$0 $0 $0
Kevin Burke Trustee 10.00
Director
$0 $0 $0
Leon Duis Trustee 10.00
Director
$0 $0 $0
Ron Webber Trustee 10.00
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
2026 $489,719 $457,518 $2,503,591 $32,201
2025 No data No data No data No data
2024 $638,271 $501,480 $2,490,911 $136,791
2023 $537,956 $463,298 $2,377,761 $74,658
2022 $482,454 $356,425 $2,326,183 $126,029
2021 $344,243 $310,737 $2,221,369 $33,506
2020 $487,841 $432,546 $2,220,962 $55,295
2019 $419,979 $349,689 $2,182,083 $70,290
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