WHITEHALL LODGE NO 1491 BPOE (EIN 140499785) - 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

1938

Legal Domicile

Principal Officer

Aprillynn Kelly

Phone

5184991491

Tax Period

2024-04-01 to 2025-03-31

WHITEHALL LODGE NO 1491 BPOE, founded in 1938, is a small nonprofit in the Public & Societal Benefit sector that reported $181K in total revenue in fiscal year 2024. Expenses of $203K exceeded revenue, resulting in a 12% operating deficit.

Mission

The organizations mission is to serve the Whitehall, NY community by implementing the charitable and other beneficial principles of the benevolent order of the elks. As such, local community enrichment is fostered.

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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 $49,582

Program Service Revenue $4,604

Investment Income $3,739

Other Revenue $122,687

TOTAL REVENUE $180,612

Expense Breakdown

Grants Paid $6,672

Salaries & Benefits $66,516

Fundraising Expenses $0

Program Expenses $42,460

Other Expenses $120,149

TOTAL EXPENSES $202,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,612	$170,060	+0.1%
Expenses	$202,554	$194,486	+0.0%
Net Income	$-21,942	$-24,426	-0.1%

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

N/A

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

$1,500

Total Directors

$1,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Ingerson	Secretary	010.00	Officer Director	$1,500	$0	$1,500
Aprillynn Kelly	Exalted Ruler	015.00	Officer Director	$0	$0	$0
Edward Rehm	Leading Knight	002.00	Officer Director	$0	$0	$0
Rick Gebo	Lecturing Knight	002.00	Officer Director	$0	$0	$0
Susan Johnson	Treasurer	010.00	Officer Director	$0	$0	$0
Robert Putorti	Trustee	005.00	Officer Director	$0	$0	$0
Martin Rocque	Trustee	002.00	Officer Director	$0	$0	$0
James Frasier	Trustee	002.00	Officer Director	$0	$0	$0
Richard LaChappelle	Trustee	002.00	Officer Director	$0	$0	$0
Dennis Johnson	Trustee	002.00	Officer Director	$0	$0	$0
Marcia Rocque	Loyal Knight	002.00	Officer Director	$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	$180,612	$202,554	$127,128	$-21,942
2024	$170,060	$194,486	$166,100	$-24,426

WHITEHALL LODGE NO 1491 BPOE