VALLEY LODGE 36 AF & AM C/O JOHN E PEARSON

EIN: 342032592

SIMSBURY, CT

Total Revenue
$39,654
Total Expenses
$29,422
Total Assets
$105,928
Net Assets
$105,928
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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
2005
Legal Domicile
CT
Principal Officer
JOHN PEARSON
Phone
8602430200
Tax Period
2023-01-01 to 2023-12-31

VALLEY LODGE 36 AF & AM C/O JOHN E PEARSON, founded in 2005, is a micro nonprofit that reported $40K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 26% operating margin.

Mission

FRATERNAL ORGANIZATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $12,800
Program Service Revenue $20,937
Investment Income $5,917
Other Revenue $0
TOTAL REVENUE $39,654

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $29,422
TOTAL EXPENSES $29,422

Year-over-Year Comparison

2023 2022 Change
Revenue $39,654 $30,684 +0.3%
Expenses $29,422 $33,456 -0.1%
Net Income $10,232 $-2,772 -4.7%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
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
1
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SETH BRICKMAN TRUSTEE 2.00
Director
$0 $0 $0
JOHN PEARSON CHAIR 4.00
Officer Director
$0 $0 $0
R JAMES WASZ 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
2024 No data No data No data No data
2023 $39,654 $29,422 $105,928 $10,232
2022 $30,684 $33,456 $92,388 $-2,772
2021 $32,343 $29,795 $107,583 $2,548
2020 $26,832 $21,773 $97,563 $5,059
2019 $36,976 $37,728 $98,328 $-752
2018 $27,366 $28,407 $86,336 $-1,041
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