The Lakewood Investment Company

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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

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.

Program Service Accomplishments

Program 1

Expenses: $51,788

To own and manage commercial property for use primarily by its members of BPOE Lodge 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%)

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

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

Total Directors

Key Employees

Highest Compensated

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