BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 118 FALL RIVER (EIN 041079583) - 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

1909

Legal Domicile

Principal Officer

VICKI COSTA

Phone

5086729288

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 118 FALL RIVER, founded in 1909, is a small nonprofit that reported $564K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $490K left a modest 13% surplus.

Mission

TO PROVIDE SOCIAL ACTIVITIES AND PROGRAMS TO BETTER THE LOCAL COMMUNITY

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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 $75,188

Program Service Revenue $0

Investment Income $25,907

Other Revenue $462,858

TOTAL REVENUE $563,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,806

Fundraising Expenses $0

Other Expenses $327,161

TOTAL EXPENSES $489,967

Year-over-Year Comparison

	2024	2023	Change
Revenue	$563,953	$472,155	+0.2%
Expenses	$489,967	$445,740	+0.1%
Net Income	$73,986	$26,415	+1.8%

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

$20,800

Total Directors

$20,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LAPOINTE	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROD MEDEIROS	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROBERT BROUGH	TRUSTEE	5.00	Officer Director	$0	$0	$0
GERALD POTVIN	TRUSTEE	5.00	Officer Director	$0	$0	$0
JAY CHATTERTON	SECRETARY	5.00	Officer Director	$10,400	$0	$10,400
VICTORIA COSTA	TREASURER	5.00	Officer Director	$10,400	$0	$10,400
BRIAN BRISSON	EXALTED RULER	5.00	Officer Director	$0	$0	$0
JANICE SULLIVAN	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
JOHN SAURETTE JR	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
KEVIN GUDE	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
BRAD HARTNETT	TRUSTEE	5.00	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	$563,953	$489,967	$1,006,417	$73,986
2024	$472,155	$445,740	$873,759	$26,415
2023	$599,702	$517,000	$807,880	$82,702
2022	$379,135	$382,709	$742,364	$-3,574
2021	$290,497	$290,007	$723,682	$490

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 118 FALL RIVER