Meriden Elks #35 BPOE

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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

1909

Legal Domicile

Principal Officer

Shannon Dwyer

Tax Period

2023-04-01 to 2024-03-31

Meriden Elks #35 BPOE, founded in 1909, is a small nonprofit that reported $177K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $160K left a modest 10% 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.

Program Service Accomplishments

Program 1

Expenses: $160,092

The organization provides newsletters and social activities to its members. The organization helps to foster community through offering activities, scholarship, and services to the local general...

The organization provides newsletters and social activities to its members. The organization helps to foster community through offering activities, scholarship, and services to the local general public.

Program 2

The organization donates to other charities in the 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 $55,612

Program Service Revenue $59,535

Investment Income $11,640

Other Revenue $50,638

TOTAL REVENUE $177,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,335

Fundraising Expenses $0

Program Expenses $160,092

Other Expenses $151,757

TOTAL EXPENSES $160,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,425	$145,167	+0.2%
Expenses	$160,092	$106,501	+0.5%
Net Income	$17,333	$38,666	-0.6%

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

$6,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Ruimerman	Secretary	10.00	Officer	$3,300	$0	$3,300
Nicholas Balletto	Treasurer	10.00	Officer	$2,800	$0	$2,800
Shannon Dwyer	Exalted Ruler	10.00	Officer Director	$0	$0	$0
Theresa Doolittle	Leading Knight	5.00	Officer Director	$0	$0	$0
Steven Maheu	Trustee	5.00	Officer Director	$0	$0	$0
Richard Doolittle	Trustee	5.00	Officer Director	$0	$0	$0
Keith Stocking	Trustee	5.00	Officer Director	$0	$0	$0
Pam DiPasquale	Lecturing Knight	5.00	Officer Director	$0	$0	$0
Mark Cartelli	Loyal Knight	5.00	Officer Director	$0	$0	$0
James Nettleton	Trustee	5.00	Officer Director	$0	$0	$0
Douglas Parker	Trustee	5.00	Officer Director	$0	$0	$0
Sarah Stack	Chaplain	5.00	Officer	$0	$0	$0
Michele Stocking	Esquire	5.00	Officer	$0	$0	$0
Victoria Gonzalez	Tiler	5.00	Officer	$0	$0	$0
Rob Sadlowski	Inner Guard	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	No data	No data	No data	No data
2024	$177,425	$160,092	$373,523	$17,333
2023	$145,167	$106,501	$358,133	$38,666
2022	$61,161	$71,108	$328,707	$-9,947
2021	$68,740	$89,462	$350,939	$-20,722