BENEVOLENT & PROTECTIVE ORDER OF 1705 NEWBERRY (EIN 381268031) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

GARY STEPHENSON

Phone

9062938321

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF 1705 NEWBERRY, founded in 1946, is a small nonprofit that reported $153K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $171K exceeded revenue, resulting in a 11% operating deficit.

Mission

CHARITABLE ASSISTANCE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $66,156

Program Service Revenue $0

Investment Income $119

Other Revenue $86,821

TOTAL REVENUE $153,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,630

Fundraising Expenses $0

Other Expenses $112,051

TOTAL EXPENSES $170,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,096	$134,371	+0.1%
Expenses	$170,681	$138,858	+0.2%
Net Income	$-17,585	$-4,487	+2.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

301

Independent Members

301

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Samantha Blakely	Exalted Ruler	20.00	Officer	$0	$0	$0
Jeremy Anderson	Leading Knight	10.00	Officer	$0	$0	$0
Kelsey Autterson	Loyal Knight	10.00	Officer	$0	$0	$0
David Munger	Lecturing Knight	10.00	Officer	$0	$0	$0
Jeanine Stephenson	Secretary	30.00	Officer	$0	$0	$0
Gary Moulton	Treasurer	20.00	Officer	$0	$0	$0
Bob Edwards	Esquire	10.00	Officer	$0	$0	$0
Mike Havens	Tiler	0.00	Officer	$0	$0	$0
Terry Blakely	Chaplin	10.00	Officer	$0	$0	$0
Blaine Transit	Inner Guard	1.00	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
2025	$153,096	$170,681	$155,091	$-17,585
2024	$134,371	$138,858	$171,010	$-4,487
2023	$142,657	$133,374	$174,884	$9,283
2022	$136,429	$121,424	$165,700	$15,005
2021	$132,882	$50,627	$149,215	$82,255
2020	$90,524	$109,973	$64,741	$-19,449
2019	$120,206	$124,302	$73,460	$-4,096

BENEVOLENT & PROTECTIVE ORDER OF 1705 NEWBERRY