The Lakewood Investment Company

EIN: 346558855

Westlake, OH

Total Revenue
$-1,329
Total Expenses
$51,788
Total Assets
$1,649,148
Net Assets
$1,644,006
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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
1917
Legal Domicile
OH
Tax Period
2023-01-01 to 2023-12-31

The Lakewood Investment Company, founded in 1917, is a micro nonprofit that reported $1K in total revenue in fiscal year 2023. Revenue fell 110% from the prior year — a significant decline worth monitoring.

Mission

To own and manage commercial property for use primarily by its members of BPOE Loge 1350.

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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 $0
Program Service Revenue $0
Investment Income $-98
Other Revenue $-1,231
TOTAL REVENUE $-1,329

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $51,788
Other Expenses $51,788
TOTAL EXPENSES $51,788

Year-over-Year Comparison

2023 2022 Change
Revenue $-1,329 $13,283 -1.1%
Expenses $51,788 $3,955 +12.1%
Net Income $-53,117 $9,328 -6.7%
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
650
Independent Members
650
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Louis Ramunno Treasurer 10.00
Officer
$0 $0 $0
Mark Khanka Vice President 10.00
Officer
$0 $0 $0
Robert Sepulski President 10.00
Officer
$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 $-1,329 $51,788 $1,649,148 $-53,117
2022 $13,283 $3,955 $1,702,265 $9,328
2021 $16,494 No data $1,680,256 No data
2021 $32,232 $3,057 $1,692,937 $29,175
2020 $-47,543 $2,209 $1,663,762 $-49,752
2019 $6,013 $2,214 $1,713,514 $3,799
2018 $11,177 $2,190 $1,685,064 $8,987
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