WALLINGFORD LODGE 1365 OF THE 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

1933

Legal Domicile

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.

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.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

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