BENEVOLENT & PROTECTIVE ORDER OF ELKS #953 WALTHAM (EIN 041079720) - 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

KRSITIE MEDINA

Phone

7818939517

Tax Period

2023-04-01 to 2024-03-31

Mission

SOCIAL CLUB, WITH CONTRIBUTIONS TO CHARITIES AND CIVIC PROGRAMS THAT SPECIFICLY BENEFIT THE MEMBERS AND THE LOCAL AND NATIONAL 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,895

TOTAL EXPENSES $3,895

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$164,073	-1.0%
Expenses	$3,895	$197,958	-1.0%
Net Income	N/A	$-33,885	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS JENSEN	EXALTED RULER	10.00	Officer Director	$0	$0	$0
KRISTIE MEDINA	TREASURER	15.00	Officer Director	$0	$0	$0
JOANNE ALISEO-CENTOLA	SECRETARY	15.00	Officer Director	$0	$0	$0
BILLY MACDONALD	ESTEEM LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
DAVE MORGAN	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
JUDY KEOUGH	TRUSTEE	5.00	Officer Director	$0	$0	$0
PAUL BERNARDI	TRUSTEE	5.00	Officer Director	$0	$0	$0
KENNETH COSGROVE	TRUSTEE	5.00	Officer Director	$0	$0	$0
STEVE LYDON	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
MIKE DAVIS	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
2024	No data	$3,895	No data	No data
2023	$164,073	$197,958	$139,490	$-33,885
2022	$182,093	$215,085	$202,063	$-32,992
2021	$137,768	$182,082	$226,735	$-44,314

BENEVOLENT & PROTECTIVE ORDER OF ELKS #953 WALTHAM