DERBY LODGE 571 BPOE (EIN 060258850) - 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

1969

Legal Domicile

Principal Officer

JEANEEN M BUCHANAN

Phone

2037351142

Tax Period

2024-04-01 to 2025-03-31

DERBY LODGE 571 BPOE, founded in 1969, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $144K left a modest 12% surplus.

Mission

THE LODGE IS A LOCAL AFFILIATE LODGE OF A NATIONAL FRATERNAL ORGANIZATION OF ELKS DEDICATED TO HELPING WITH LOCAL COMMUNITY PROJECTS AND ASSISTING WHENEVER NEEDED IN ORDER TO ENCOURAGE GOOD FELLOWSHIP.

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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 $51,450

Program Service Revenue $40,164

Investment Income $3,070

Other Revenue $69,321

TOTAL REVENUE $164,005

Expense Breakdown

Grants Paid $16,372

Salaries & Benefits $8,108

Fundraising Expenses $0

Other Expenses $119,531

TOTAL EXPENSES $144,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,005	$146,428	+0.1%
Expenses	$144,011	$128,839	+0.1%
Net Income	$19,994	$17,589	+0.1%

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

720

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

$5,000

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM PACHECO	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
BLAKE STINE	1 YEAR TRUSTEE	5.00	Director	$0	$0	$0
CHERYL PEREIRAS	3 YEAR TRUSTEE	5.00	Director	$0	$0	$0
DAVE COX	EXALTED RULER	10.00	Officer Director	$0	$0	$0
DAVID LEE SAVAGE	2 YEAR TRUSTEE	5.00	Director	$0	$0	$0
JENNIFER HIGGINS	TREASURER	10.00	Officer Director	$2,000	$0	$2,000
MARIA BLACKWELL	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
MIKE RINALDI	4 YEAR TRUSTEE	5.00	Director	$0	$0	$0
MIKE WUCHEK	5 YEAR TRUSTEE	5.00	Director	$0	$0	$0
PATRICIA MASTRIANNI	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
SHEILA PARIZO	SECRETARY	10.00	Officer Director	$3,000	$0	$3,000
JOE HOEFFLINGER	INNER GUARD	5.00	Officer	$0	$0	$0
KEVIN BARBIERI	CHAPLAIN	5.00	Officer	$0	$0	$0
LINDA CASCELLA	TILER	5.00	Officer	$0	$0	$0
SONIA BARBIERI	ESQUIRE	5.00	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
2025	$164,005	$144,011	$310,495	$19,994
2024	$146,428	$128,839	$276,528	$17,589
2023	$177,870	$140,618	$253,570	$37,252
2022	$70,541	$51,692	$176,742	$18,849
2021	$55,771	$66,562	$161,179	$-10,791
2020	$68,062	$63,465	$161,278	$4,597
2019	$65,975	$73,910	$160,377	$-7,935

DERBY LODGE 571 BPOE