Haverstraw Lodge 877 BPO Elks (EIN 131739842) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1907

Legal Domicile

Principal Officer

Jim Tierney

Phone

8454298727

Tax Period

2024-04-01 to 2025-03-31

Haverstraw Lodge 877 BPO Elks, founded in 1907, is a small nonprofit that reported $544K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $609K exceeded revenue, resulting in a 12% operating deficit.

Mission

Fraternal Organization

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $297,886

Program Service Revenue $89,027

Investment Income $18,807

Other Revenue $138,617

TOTAL REVENUE $544,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,741

Fundraising Expenses $0

Program Expenses $605,031

Other Expenses $583,824

TOTAL EXPENSES $608,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$544,337	$608,867	-0.1%
Expenses	$608,565	$649,302	-0.1%
Net Income	$-64,228	$-40,435	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$15,500

Total Directors

$15,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Tierney	Treasurer	20.00	Officer Director	$6,500	$0	$6,500
William Malm	Leading Knight	10.00	Officer Director	$0	$0	$0
Joseph Young	Loyal Knight	10.00	Officer Director	$0	$0	$0
Concepcion Crespo	Trustee	5.00	Officer Director	$0	$0	$0
Richard Smith	Exalted Ruler	10.00	Officer Director	$0	$0	$0
Scott Taylor	Trustee	5.00	Officer Director	$0	$0	$0
Joesph Weyant	Lecturing Knight	5.00	Officer Director	$0	$0	$0
Joe Gara	Trustee	5.00	Officer Director	$0	$0	$0
Edward Geary	Trustee	5.00	Officer Director	$0	$0	$0
Robert Coyne	Trustee	5.00	Officer Director	$0	$0	$0
John Lawless	Secretary	10.00	Officer Director	$9,000	$0	$9,000

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	$544,337	$608,565	$2,977,691	$-64,228
2024	$608,867	$649,302	$2,914,391	$-40,435
2023	$562,094	$490,326	$2,705,994	$71,768
2022	$627,715	$528,209	$2,638,775	$99,506
2021	$334,834	$475,687	$2,503,730	$-140,853
2020	$739,166	$623,151	$2,402,476	$116,015
2019	$495,574	$561,225	$2,413,134	$-65,651

Haverstraw Lodge 877 BPO Elks