Bridgeport Elks Lodge No 36 Inc (EIN 060258838) - 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

1904

Legal Domicile

Principal Officer

James Money

Tax Period

2023-04-01 to 2024-03-31

Bridgeport Elks Lodge No 36 Inc, founded in 1904, is a small nonprofit that reported $165K in total revenue in fiscal year 2023. Expenses of $158K left a modest 4% surplus.

Mission

Instill the principles of charity, justice, brotherly love and fidelity; promote the welfare and enhance the happiness of its members; quicken the spirit of American patriotism; cultivate good fellowship and perpetuate itself as fraternal organization.

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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 $50,412

Program Service Revenue $30,557

Investment Income $11,945

Other Revenue $72,043

TOTAL REVENUE $164,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,699

Fundraising Expenses $0

Program Expenses $157,874

Other Expenses $130,175

TOTAL EXPENSES $157,874

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,957	$156,582	+0.1%
Expenses	$157,874	$160,605	0.0%
Net Income	$7,083	$-4,023	-2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles MacMath	Leading Knight	2.00	Officer Director	$0	$0	$0
Fred Cotter	Trustee	2.00	Officer Director	$0	$0	$0
Edward Baranyai Jr	Trustee	2.00	Officer Director	$0	$0	$0
Janet Zimmerman	Trustee	2.00	Officer Director	$0	$0	$0
Marybeth Simon	Lecturing Knight	2.00	Officer Director	$0	$0	$0
Fred Castaldo Jr	Loyal Knight	2.00	Officer Director	$0	$0	$0
Matthew Frankel	Trustee	2.00	Officer Director	$0	$0	$0
William Russell III	Exalted Ruler	10.00	Officer Director	$0	$0	$0
Dena Jacques	Trustee	2.00	Officer Director	$0	$0	$0
Edward L Baranyai	Esquire	2.00	Officer	$0	$0	$0
Alexis Bunnell	Tiler	2.00	Officer	$0	$0	$0
Frank DeFazio	Chaplin	2.00	Officer	$0	$0	$0
Charles Carroll	Presiding Justice	2.00	Officer	$0	$0	$0
Jeff Simon	Inner Guard	2.00	Officer	$0	$0	$0
Alan Baranyai	Secretary	10.00	Officer	$0	$0	$0
James Money	Teasurer	10.00	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
2024	$164,957	$157,874	$737,360	$7,083
2023	$156,582	$160,605	$744,306	$-4,023
2022	$169,485	$165,336	$785,407	$4,149
2021	$106,330	$100,571	$821,214	$5,759
2020	$96,178	$114,835	$766,632	$-18,657
2019	$75,583	$108,002	$839,361	$-32,419

Bridgeport Elks Lodge No 36 Inc