WAREHAM-NEW BEDFORD LODGE NO 73 OF THE BENEVOLENT & PROTECTIVE ORDER OF ELK (EIN 042109832) - 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

1971

Legal Domicile

Principal Officer

CRAIG SHURTLEFF

Phone

5082956000

Tax Period

2024-04-01 to 2025-03-31

WAREHAM-NEW BEDFORD LODGE NO 73 OF THE BENEVOLENT & PROTECTIVE ORDER OF ELK, founded in 1971, is a small nonprofit that reported $724K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 24% operating margin.

Mission

FRATERNAL ORGANIZATION TO BENEFIT ITS MEMBERS AND THE COMMUNITY AND ALSO SUPPORT CHARITABLE ORGANIZATIONS IN THE AREA.

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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 $86,447

Program Service Revenue $0

Investment Income $5,936

Other Revenue $631,599

TOTAL REVENUE $723,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,411

Fundraising Expenses $0

Other Expenses $410,890

TOTAL EXPENSES $548,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$723,982	$548,925	+0.3%
Expenses	$548,301	$540,047	+0.0%
Net Income	$175,681	$8,878	+18.8%

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

105

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

$23,385

Total Directors

$23,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN HUNT	EXALTED RULER	10.00	Officer Director	$0	$0	$0
BILL OLSEN	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
MICHAEL BALL	TRUSTEE	2.00	Officer Director	$0	$0	$0
CRAIG SHURTLEFF	TREASURER	10.00	Officer Director	$15,308	$0	$15,308
JOAN SERVERSON	SECRETARY	10.00	Officer Director	$8,077	$0	$8,077
BUTCH WYNN	TRUSTEE	2.00	Officer Director	$0	$0	$0
GUY DIANTONIO	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
WILLIAM TEED	TRUSTEE	2.00	Officer Director	$0	$0	$0
CHUCK ANSON	TRUSTEE	2.00	Officer Director	$0	$0	$0
GEORGE SPENCER	TRUSTEE	2.00	Officer Director	$0	$0	$0
GINNY LEWIS	LECTURING KNIGHT	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	$723,982	$548,301	$929,688	$175,681
2024	$548,925	$540,047	$752,027	$8,878
2023	$447,650	$451,775	$780,979	$-4,125
2022	$430,475	$388,017	$739,019	$42,458
2022	$419,766	$388,017	$747,894	$31,749
2021	$152,896	$219,464	$683,899	$-66,568
2020	$427,318	$406,487	$774,031	$20,831

WAREHAM-NEW BEDFORD LODGE NO 73 OF THE BENEVOLENT & PROTECTIVE ORDER OF ELK