GROTON LODGE OF ELKS 2163 (EIN 060758959) - 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

2001

Legal Domicile

Principal Officer

AL ATKINSON

Phone

8604452163

Tax Period

2024-04-01 to 2025-03-31

GROTON LODGE OF ELKS 2163, founded in 2001, is a small nonprofit that reported $274K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $240K left a modest 12% 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,737

Program Service Revenue $150,665

Investment Income $5,456

Other Revenue $-3,393

TOTAL REVENUE $274,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,188

Fundraising Expenses $0

Other Expenses $235,004

TOTAL EXPENSES $240,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$274,465	$341,642	-0.2%
Expenses	$240,192	$265,962	-0.1%
Net Income	$34,273	$75,680	-0.5%

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

200

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

$4,326

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARY CARROLL	EXALTED RULER	0.00	Officer Director	$0	$0	$0
PATRICK MCLELLAN	LEADING KNIGHT	0.00	Officer Director	$0	$0	$0
CHRISTOPHER MOON	LOYAL KNIGHT	0.00	Director	$0	$0	$0
HEATHER LYNN COLLINS	LECTURING KNIGHT	0.00	Director	$0	$0	$0
BRIAN PROCTOR	TRUSTEES - 1 YEAR	0.00	Director	$0	$0	$0
PETER J BERNS III	TRUSTEES - 2 YEAR	0.00	Director	$0	$0	$0
KATHRYNE M ATKINSON	TRUSTEES - 3 YEAR	0.00	Director	$0	$0	$0
JOSEPH FLYNN	TRUSTEES - 4 YEAR	0.00	Director	$0	$0	$0
RICHARD ASPINWALL	TRUSTEES - 5 YEAR	0.00	Director	$0	$0	$0
ALEXANDER ATKINSON	SECRETARY	10.00	Officer	$2,781	$0	$2,781
LARRY GERRISH	TREASURER	10.00	Officer	$1,545	$0	$1,545

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	$274,465	$240,192	$775,354	$34,273
2024	$341,642	$265,962	$755,477	$75,680
2023	$341,275	$300,958	$699,978	$40,317
2022	$234,443	$252,349	$691,610	$-17,906
2021	$144,451	$227,356	$697,627	$-82,905
2020	$323,689	$263,212	$762,049	$60,477
2019	$290,612	$307,145	$707,905	$-16,533

GROTON LODGE OF ELKS 2163