Rockland Elks Lodge No 1008 (EIN 010027751) - 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

1906

Legal Domicile

Principal Officer

Tom Rizzo

Phone

2075949200

Tax Period

2024-04-01 to 2025-03-31

Rockland Elks Lodge No 1008, founded in 1906, is a small nonprofit that reported $589K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $541K left a modest 8% surplus.

Mission

A fraternal social welfare organization dedicated to charitable, patriotic and community projects.

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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 $73,049

Program Service Revenue $28,727

Investment Income $6,613

Other Revenue $480,980

TOTAL REVENUE $589,369

Expense Breakdown

Grants Paid $44,441

Salaries & Benefits $214,754

Fundraising Expenses $0

Other Expenses $281,769

TOTAL EXPENSES $540,964

Year-over-Year Comparison

	2024	2023	Change
Revenue	$589,369	$508,017	+0.2%
Expenses	$540,964	$524,958	+0.0%
Net Income	$48,405	$-16,941	-3.9%

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

100

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

$20,881

Total Directors

$20,783

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Nickerson	Secretary	10.00	Officer Director	$10,808	$0	$10,808
Tom Rizzo	Treasurer	20.00	Officer Director	$9,975	$0	$9,975
Jessica Lombardo	Tiler	1.00	Officer	$98	$0	$98
Pam Heal	Exalted Ruler	10.00	Officer Director	$0	$0	$0
Corey Lindsey	Trustee Chair	1.00	Officer Director	$0	$0	$0
Gail Fearing	Loyal Knight	1.00	Officer Director	$0	$0	$0
William Demmons	Lecturing Knigh	1.00	Officer Director	$0	$0	$0
Alan Heal	Trustee	1.00	Officer Director	$0	$0	$0
Arnold Crabtree	Trustee	1.00	Officer Director	$0	$0	$0
Joseph Joki	Trustee	1.00	Officer Director	$0	$0	$0
Jane Risley	Trustee	1.00	Officer Director	$0	$0	$0
Corianne Benner	Leading Knight	1.00	Officer Director	$0	$0	$0
Al Bowen	Inner Guard	1.00	Officer	$0	$0	$0
Frieda Carpenter	Esquire	1.00	Officer	$0	$0	$0
Yvonne Drown-Miller	Chaplain	1.00	Officer	$0	$0	$0
James Brannan	Presiding Justi	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	$589,369	$540,964	$956,871	$48,405
2024	$508,017	$524,958	$941,277	$-16,941
2023	$516,840	$568,523	$926,415	$-51,683
2022	$596,322	$606,869	$960,632	$-10,547
2021	$387,869	$536,119	$971,890	$-148,250

Rockland Elks Lodge No 1008