POLISH FALCONS OF AMERICA NEST 276 (EIN 381116017) - 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

1962

Legal Domicile

Principal Officer

JOSHUA LEONARD

Tax Period

2023-12-01 to 2024-11-30

POLISH FALCONS OF AMERICA NEST 276, founded in 1962, is a small nonprofit that reported $169K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring.

Mission

FRATERNAL LODGE PROVIDING INSURANCE AND A PHYSICAL PLANT FOR SPORTING AND SOCIAL ACTIVITIES FOR MEMBERS OF POLISH ANCESTRY

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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 $9,589

Program Service Revenue $14,454

Investment Income $1,358

Other Revenue $143,760

TOTAL REVENUE $169,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,622

Fundraising Expenses $0

Other Expenses $93,441

TOTAL EXPENSES $186,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,161	$222,892	-0.2%
Expenses	$186,063	$195,333	0.0%
Net Income	$-16,902	$27,559	-1.6%

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

325

Employees

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
PATRICE BARR	TRUSTEE	N/A	Director	$0	$0	$0
LUCILLE OZA	TRUSTEE	N/A	Director	$0	$0	$0
TERRY BAYNE	VICE PRESIDE	N/A	Officer	$0	$0	$0
MARK LAZAROCK	RECORDING SE	N/A	Officer	$0	$0	$0
JOSHUA LEONARD	PRESIDENT	N/A	Officer	$0	$0	$0
LUANNA MAXWELL	FINANCIAL SE	N/A	Officer	$0	$0	$0
SHARON WOOD	TREASURER	N/A	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	$169,161	$186,063	$325,227	$-16,902
2023	$222,892	$195,333	$341,811	$27,559
2022	$186,239	$171,952	$314,013	$14,287
2021	$135,230	$136,172	$299,343	$-942
2020	$111,547	$139,674	$300,192	$-28,127
2019	$177,947	$193,882	$328,613	$-15,935

POLISH FALCONS OF AMERICA NEST 276