Westminster BPOE 2227 (EIN 840509839) - 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

1961

Legal Domicile

Principal Officer

Gary Coven

Phone

3034292227

Tax Period

2024-04-01 to 2025-03-31

Westminster BPOE 2227, founded in 1961, is a small nonprofit that reported $448K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $414K left a modest 8% surplus.

Mission

Provide charitable assistance to various individuals and organizations

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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 (2024)

Revenue Breakdown

Contributions & Grants $86,115

Program Service Revenue $0

Investment Income $-15,329

Other Revenue $377,697

TOTAL REVENUE $448,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,793

Fundraising Expenses $0

Program Expenses $389,762

Other Expenses $280,629

TOTAL EXPENSES $414,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$448,483	$479,878	-0.1%
Expenses	$414,422	$408,712	+0.0%
Net Income	$34,061	$71,166	-0.5%

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

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

$21,101

Total Directors

$21,101

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gary Coven	Secretary	30.00	Officer Director	$17,581	$0	$17,581
Rhonda Ward	Treasurer	20.00	Officer Director	$3,520	$0	$3,520
Dennis McKelvey	Trustee	2.00	Director	$0	$0	$0
Ken Ciancio	Trustee	2.00	Director	$0	$0	$0
Dennis Jean	Trustee	2.00	Director	$0	$0	$0
Lloyd Decker	Trustee	2.00	Director	$0	$0	$0
Greg Beacom	Trustee	2.00	Director	$0	$0	$0
Adam Ingalls	President	2.00	Officer Director	$0	$0	$0
Terry Ingalls	Vice President	2.00	Officer Director	$0	$0	$0
Trudy Overhultz	Vice President	2.00	Officer Director	$0	$0	$0
Nancy Hannah	Vice President	2.00	Officer 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
2025	$448,483	$414,422	$1,479,121	$34,061
2024	$479,878	$408,712	$1,412,276	$71,166
2023	$455,585	$393,122	$1,294,552	$62,463
2022	$422,588	$408,581	$1,261,491	$14,007
2021	$292,839	$336,922	$1,329,785	$-44,083

Westminster BPOE 2227