BRANFORD LODGE #1939 OF THE BPOE (EIN 060695743) - Form 990 Financial Analysis & Trantor Score

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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

1954

Legal Domicile

Principal Officer

LORI TRACY

Phone

2034889311

Tax Period

2024-04-01 to 2025-03-31

BRANFORD LODGE #1939 OF THE BPOE, founded in 1954, is a small nonprofit that reported $216K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $189K left a modest 13% surplus.

Mission

DONATED FUNDS TO AREA CHARITIES PROMOTED FELLOWSHIP THROUGH TEAM SPONSORSHIP, SUPPORTED ELKS POSTER CHILD CAMPAIGN AND SUPPORTED ELKS NATIONAL FOUNDATION.

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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 $181,247

Program Service Revenue $0

Investment Income $412

Other Revenue $34,264

TOTAL REVENUE $215,923

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,098

Fundraising Expenses $0

Other Expenses $159,603

TOTAL EXPENSES $188,701

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,923	$168,534	+0.3%
Expenses	$188,701	$149,718	+0.3%
Net Income	$27,222	$18,816	+0.4%

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

$14,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWIE LAWLER	1 YEAR TRUSTEE	0.00	Director	$0	$0	$0
MARK FATICONE	2 YEAR TRUSTEE	0.00	Director	$0	$0	$0
PAUL HANKS	3 YEAR TRUSTEE	0.00	Director	$0	$0	$0
MIKE NOBILE	4 YEAR TRUSTEE	0.00	Director	$0	$0	$0
GARY CARLSON	5 YEAR TRUSTEE	0.00	Director	$0	$0	$0
N/A	EST. LOYAL KNIGHT	0.00		$0	$0	$0
N/A	EXALTED RULER	0.00		$0	$0	$0
N/A	EST. LOYAL KNIGHT	0.00		$0	$0	$0
N/A	EST. LECTURING KNIGHT	0.00		$0	$0	$0
KATHY JONES	SECRETARY	5.00	Officer	$7,500	$0	$7,500
LORIS TRACY	TREASURER	5.00	Officer	$6,900	$0	$6,900

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	$215,923	$188,701	$231,724	$27,222
2024	$168,534	$149,718	$238,791	$18,816
2023	$332,765	$356,525	$203,193	$-23,760
2022	$355,135	$331,421	$281,948	$23,714
2021	$235,539	$259,453	$255,742	$-23,914
2020	$322,560	$333,949	$292,295	$-11,389
2019	$322,141	$328,472	$321,313	$-6,331

BRANFORD LODGE #1939 OF THE BPOE