WALLINGFORD LODGE 1365 OF THE BPOE

EIN: 060333017

WALLINGFORD, CT

Total Revenue
$383,308
Total Expenses
$330,001
Total Assets
$1,399,598
Net Assets
$910,541
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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
1933
Legal Domicile
CT
Principal Officer
CHRIS SPRINGER
Phone
2032697162
Tax Period
2024-04-01 to 2025-03-31

WALLINGFORD LODGE 1365 OF THE BPOE, founded in 1933, is a small nonprofit that reported $383K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $330K left a modest 14% 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 (2024)

Revenue Breakdown

Contributions & Grants $210,153
Program Service Revenue $155,339
Investment Income $54,274
Other Revenue $-36,458
TOTAL REVENUE $383,308

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $330,001
TOTAL EXPENSES $330,001

Year-over-Year Comparison

2024 2023 Change
Revenue $383,308 $311,210 +0.2%
Expenses $330,001 $279,154 +0.2%
Net Income $53,307 $32,056 +0.7%
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
7
Volunteers
100

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
10
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOE DOLL 1 YEAR TRUSTEE 5.00
Director
$0 $0 $0
RICHARD FOLEY 5 YEAR TRUSTEE 5.00
Director
$0 $0 $0
RICHARD GEE 2 YEAR TRUSTEE 5.00
Director
$0 $0 $0
ROBIN HETTRICK 3 YEAR TRUSTEE 5.00
Director
$0 $0 $0
SUSAN SHERMAN LOYAL KNIGHT 5.00
Officer Director
$0 $0 $0
VINCENT LONGOBARDI LEADING KNIGHT 5.00
Officer Director
$0 $0 $0
ANNE MARIE ORTOLAN EXALTED RULER 5.00
Officer Director
$0 $0 $0
CINDY TANGREDI LECTURING KNIGHT 5.00
Officer Director
$0 $0 $0
BUTCH TANGREDI 4 YEAR TRUSTEE 5.00
Director
$0 $0 $0
LAURENE GOODE SECRETARY 5.00
Officer
$0 $0 $0
CHRIS SPRINGER TREASURER 5.00
Officer
$0 $0 $0
KAREN DEVOE ESQUIRE 5.00
Officer
$0 $0 $0
BERT MARTUS CHAPLAIN 5.00
Officer
$0 $0 $0
KEVIN MARTUS TILER 5.00
Officer
$0 $0 $0
LAUREN PAPALE 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 $383,308 $330,001 $1,399,598 $53,307
2024 $311,210 $279,154 $1,382,777 $32,056
2023 $254,972 $259,626 $1,285,663 $-4,654
2022 $257,994 $232,116 $1,311,890 $25,878
2021 $172,529 $228,265 $1,296,391 $-55,736
2020 $227,678 $288,719 $1,208,226 $-61,041
2019 $277,169 $243,633 $1,317,323 $33,536
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