WETHERSFIELD ROCKY HILL ELKS (EIN 066075573) - 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

1969

Legal Domicile

Principal Officer

RICHARD MARTYN

Phone

8605637694

Tax Period

2024-04-01 to 2025-03-31

WETHERSFIELD ROCKY HILL ELKS, founded in 1969, is a small nonprofit that reported $198K in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 18% operating margin.

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 $109,829

Program Service Revenue $37,603

Investment Income $30,712

Other Revenue $20,191

TOTAL REVENUE $198,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,677

Fundraising Expenses $0

Other Expenses $150,896

TOTAL EXPENSES $163,573

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,335	$137,613	+0.4%
Expenses	$163,573	$118,397	+0.4%
Net Income	$34,762	$19,216	+0.8%

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

630

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

$6,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELENE INTERLANDI	4 YEAR TRUSTEE	5.00	Director	$0	$0	$0
DEB DEVANNEY	5 YEAR TRUSTEE	5.00	Director	$0	$0	$0
EARL EVANS	1 YEAR TRUSTEE	5.00	Director	$0	$0	$0
TIM KEHOE	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
JULIE DEVANNEY	EXALTED RULER	5.00	Officer Director	$0	$0	$0
TRISH NEWHOUSE	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
GINA DEPAULO	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
CHERYL SEERY	2 YEAR TRUSTEE	5.00	Director	$0	$0	$0
LORI-ANN BOVE	3 YEAR TRUSTEE	5.00	Director	$0	$0	$0
RICHARD MARTYN PDD	TREASURER	5.00	Officer	$2,520	$0	$2,520
DALE PARR	CHAPLAIN	5.00	Officer	$0	$0	$0
BEV RUGIERO	TILER	5.00	Officer	$0	$0	$0
JAMIE SIENNA	SECRETARY	5.00	Officer	$3,780	$0	$3,780
TOM REILLY JR	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	$198,335	$163,573	$704,296	$34,762
2024	$137,613	$118,397	$649,902	$19,216
2023	$145,152	$134,013	$562,845	$11,139
2022	$95,278	$99,152	$612,816	$-3,874
2021	$77,835	$106,232	$612,428	$-28,397
2019	$76,250	$102,514	$507,392	$-26,264

WETHERSFIELD ROCKY HILL ELKS