WILLIMANTIC BPOE 1311

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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

1918

Legal Domicile

Principal Officer

DONNA WALLACE

Phone

8604231311

Tax Period

2024-04-01 to 2025-03-31

WILLIMANTIC BPOE 1311, founded in 1918, is a small nonprofit that reported $334K in total revenue in fiscal year 2024. Expenses of $298K left a modest 11% 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

THE ORGANIZATION PROVIDES NEWSLETTERS AND SOCIAL ACTIVITIES TO ITS MEMBERS. THE ORGANIZATION HELPS TO FOSTER COMMUNITY THROUGH OFFERING ACTIVITIES, SCHOLARSHIPS 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, SCHOLARSHIPS 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 (2024)

Revenue Breakdown

Contributions & Grants $106,860

Program Service Revenue $66,307

Investment Income $2,510

Other Revenue $158,048

TOTAL REVENUE $333,725

Expense Breakdown

Grants Paid $16,525

Salaries & Benefits $12,445

Fundraising Expenses $0

Other Expenses $268,941

TOTAL EXPENSES $297,911

Year-over-Year Comparison

	2024	2023	Change
Revenue	$333,725	$335,195	0.0%
Expenses	$297,911	$249,417	+0.2%
Net Income	$35,814	$85,778	-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

$8,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN STARKEL	SECRETARY	5.00	Officer	$4,458	$0	$4,458
DONNA WALLACE	TREASURER	5.00	Officer	$4,408	$0	$4,408
SHAUN STARKEL	EXALTED RULER	5.00	Officer Director	$0	$0	$0
GARY WHITE	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
DAVID RUSSELL	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
MICHELLE BEECKMAN	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
DONALD MEAKEM	TRUSTEE	5.00	Officer Director	$0	$0	$0
BRUCE DELMASTRO	TRUSTEE	5.00	Officer Director	$0	$0	$0
JENNIFER AUDETTE	TRUSTEE	5.00	Officer Director	$0	$0	$0
THOMAS WHITE	TRUSTEE	5.00	Officer Director	$0	$0	$0
PATTI SPAULDING	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROBIN TEFT	TILER	5.00	Officer	$0	$0	$0
AMANDA TASHEA	ESQUIRE	5.00	Officer	$0	$0	$0
NANCY KNAPP	CHAPLIN	5.00	Officer	$0	$0	$0
KATHERING BOMBRIA	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	$333,725	$297,911	$876,633	$35,814
2024	$335,195	$249,417	$599,296	$85,778
2023	$255,295	$223,204	$511,751	$32,091
2022	$225,615	$202,897	$477,856	$22,718
2022	$224,172	$204,102	$471,016	$20,070
2021	$155,191	$180,896	$441,730	$-25,705
2020	$210,156	$196,847	$449,183	$13,309
2019	$214,824	$188,417	$445,491	$26,407