Meriden Elks #35 BPOE

EIN: 060258864

Meriden, CT

Total Revenue
$177,425
Total Expenses
$160,092
Total Assets
$373,523
Net Assets
$350,518
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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
CT
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.

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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%)

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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

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Governance

Voting Members
9
Independent Members
9
Employees
6
Volunteers
35

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
15
$6,100
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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