Lakewood RanchSarasota BPOE Lodge 2855 (EIN 264821354) - 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

2009

Legal Domicile

Principal Officer

Gloria Wilkinson

Phone

9417272855

Tax Period

2023-04-01 to 2024-03-31

Lakewood RanchSarasota BPOE Lodge 2855, founded in 2009, is a small nonprofit that reported $638K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $137K, a strong 21% operating margin.

Mission

Provide services, activities and funds for U.S. military veterens, 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $337,904

Program Service Revenue $0

Investment Income $0

Other Revenue $300,367

TOTAL REVENUE $638,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,597

Fundraising Expenses $0

Other Expenses $388,883

TOTAL EXPENSES $501,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$638,271	$537,956	+0.2%
Expenses	$501,480	$463,298	+0.1%
Net Income	$136,791	$74,658	+0.8%

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

Total Directors

$29,552

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gloria Wilkinson - Treasurer	Treasurer	10.00	Director	$14,851	$0	$14,851
Brett Davis - Secretary	Secretary	10.00	Director	$14,701	$0	$14,701
Faith Frost - Exalted Ruler	Executive Dir.	20.00	Director	$0	$0	$0
Kevin Burke - Leading Knight	Director	10.00	Director	$0	$0	$0
Alex Burke - Loyal Knight	Director	10.00	Director	$0	$0	$0
Rodney Grabar - Lecturing Knight	Director	10.00	Director	$0	$0	$0
Darrin Simone	Trustee	10.00	Director	$0	$0	$0
Randy Volkart	Trustee	10.00	Director	$0	$0	$0
Leon Duis	Trustee	10.00	Director	$0	$0	$0
Frank Iannello	Trustee	10.00	Director	$0	$0	$0
Jerry Ditty	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
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

Lakewood RanchSarasota BPOE Lodge 2855