BPO Elks #1296 (EIN 041079590) - 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

1913

Legal Domicile

Principal Officer

Timothy Herzig

Phone

4137744909

Tax Period

2023-04-01 to 2024-03-31

BPO Elks #1296, founded in 1913, is a small nonprofit that reported $338K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $288K left a modest 15% surplus.

Mission

Fraternal Organization to serve the Town of Greenfield

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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 (2023)

Revenue Breakdown

Contributions & Grants $33,612

Program Service Revenue $53,796

Investment Income $16,321

Other Revenue $233,915

TOTAL REVENUE $337,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $102,231

Fundraising Expenses $0

Other Expenses $185,587

TOTAL EXPENSES $287,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$337,644	$247,380	+0.4%
Expenses	$287,818	$286,567	+0.0%
Net Income	$49,826	$-39,187	-2.3%

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

$11,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chad Wright	Exalted Ruler	2.00	Officer Director	$0	$0	$0
Timothy Herzig	Treasurer	8.00	Officer	$5,500	$0	$5,500
Frederick D Ulrich	Secretary	8.00	Officer	$5,500	$0	$5,500
Neal Jennison	Esquire	2.00	Officer Director	$0	$0	$0
John Williams	Trustee	2.00	Officer	$0	$0	$0
David Sprague	Trustee	2.00	Officer Director	$0	$0	$0
Scott A Greaves	Trustee	2.00	Officer Director	$0	$0	$0
Mike Blanchard	Trustee	2.00	Officer Director	$0	$0	$0
Gary Gadreault	Trustee	2.00	Officer Director	$0	$0	$0
Michelle Kelleher	Loyal Knight	2.00	Officer	$0	$0	$0
Robert Mott	Tiler	2.00	Officer	$340	$0	$340
Kathy Rowe-Clapp	Leading Knight	2.00	Officer	$0	$0	$0
Linda Baker	Chaplain	2.00	Officer	$0	$0	$0
Jake Hagan	Lecturing Knight	2.00	Officer	$0	$0	$0
Harry Briete	Inner Guard	2.00	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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$337,644	$287,818	$841,409	$49,826
2023	$247,380	$286,567	$789,803	$-39,187
2022	$317,905	$167,680	$832,903	$150,225
2021	$259,498	$151,001	$741,337	$108,497

BPO Elks #1296