AUGUSTA MAINE ELKS LODGE NO 964 (EIN 010027741) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1905

Legal Domicile

Phone

2076239623

Tax Period

2024-04-01 to 2025-03-31

AUGUSTA MAINE ELKS LODGE NO 964 is a tax-exempt nonprofit with EIN 010027741, based in AUGUSTA, ME. Founded in 1905, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $873,852 in total revenue and $767,628 in total expenses, with net assets of $769,363.

Mission

TO PROMOTE CHARITABLE, PATRIOTIC AND COMMUNITY IMPROVEMENT ACTIVITIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $397,678

Program Service Revenue $0

Investment Income $1,424

Other Revenue $474,750

TOTAL REVENUE $873,852

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $196,230

Fundraising Expenses $0

Other Expenses $564,398

TOTAL EXPENSES $767,628

Year-over-Year Comparison

	2024	2023	Change
Revenue	$873,852	$816,765	+0.1%
Expenses	$767,628	$708,455	+0.1%
Net Income	$106,224	$108,310	0.0%

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

200

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

$25,000

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA YORK LEMELIN	SECRETARY	40.00	Officer Director	$12,500	$0	$12,500
LINDA GAUSE	TREASURER	40.00	Officer Director	$12,500	$0	$12,500
KEN GOTREAU	EXALTED RULER	5.00	Officer Director	$0	$0	$0
VOCKI RODRIQUE	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
MONIQUE LAFLAME-HOWLETT	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
ERIC KNUDSEN	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
LORI HOWLETT	ESQUIRE	5.00	Officer Director	$0	$0	$0
JEAN GOTREAU	TILER	5.00	Officer Director	$0	$0	$0
DAN HOWLETT	CHAPLAIN	5.00	Officer Director	$0	$0	$0
ADAM PELLETIER	INNER GUARD	5.00	Officer Director	$0	$0	$0
TIM RODRIQUE	TRUSTEE	5.00	Director	$0	$0	$0
WES DECOMPOS	TRUSTEE	5.00	Director	$0	$0	$0
DEBRA SIMMONS	TRUSTEE	5.00	Director	$0	$0	$0
NORMAN GILBERT	TRUSTEE	5.00	Director	$0	$0	$0
TIM RODRIGUE	TRUSTEE	5.00	Director	$0	$0	$0
KATHLEEN COTTERLY	TRUSTEE	5.00	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	$873,852	$767,628	$871,707	$106,224
2024	$816,765	$708,455	$787,000	$108,310
2023	$698,621	$572,030	$639,503	$126,591
2022	$637,741	$496,057	$534,070	$141,684
2020	$450,032	$542,321	$408,768	$-92,289

AUGUSTA MAINE ELKS LODGE NO 964