Esperance Lodge No 2507 Order of Elks

EIN: 141585438 Mutual Benefit

ESPERANCE, NY

Total Revenue
$97,363
Total Expenses
$86,644
Total Assets
$170,032
Net Assets
$150,057
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NY
Phone
5188756200
Tax Period
2024-04-01 to 2025-03-31

Esperance Lodge No 2507 Order of Elks, founded in 1965, is a micro nonprofit in the Mutual Benefit sector that reported $97K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. Expenses of $87K left a modest 11% surplus.

Mission

Elks invest in their communities through programs that help children grow up healthy and drug free by undertaking projects that address unmet need and by honoring the service and sacrifice of our veterans We build stronger communities. We fulfill this pledge by investing in communities where elks live and work.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,621
Program Service Revenue $0
Investment Income $41
Other Revenue $66,701
TOTAL REVENUE $97,363

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $86,644
TOTAL EXPENSES $86,644

Year-over-Year Comparison

2024 2023 Change
Revenue $97,363 $55,202 +0.8%
Expenses $86,644 $79,432 +0.1%
Net Income $10,719 $-24,230 -1.4%
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

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Governance

Voting Members
15
Independent Members
15
Employees
N/A
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
11
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Cathleen Houlihan Exhalted Ruler 0.00
Officer Director
$0 $0 $0
Steven Robertson Leading Knight 0.00
Officer Director
$0 $0 $0
David Devall Loyal Knight 0.00
Officer Director
$0 $0 $0
Rose Mattas Lecturing Knight 0.00
Officer Director
$0 $0 $0
Cliff Ballad Trustee 0.00
Officer Director
$0 $0 $0
Tracey Schaeffer Trustee 0.00
Officer Director
$0 $0 $0
Don Schoffler Trustee 0.00
Officer Director
$0 $0 $0
Julie Douglass Trustee 0.00
Officer Director
$0 $0 $0
George Taylor Trustee 0.00
Officer Director
$0 $0 $0
George Diamond Sr Secretary 0.00
Officer Director
$0 $0 $0
Venus Louise Treasuer 0.00
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 $97,363 $86,644 $170,032 $10,719
2024 $55,202 $79,432 $164,576 $-24,230
2023 $22,758 $65,068 $184,344 $-42,310
2022 $88,616 $94,459 $223,494 $-5,843
2021 $42,115 $82,365 $225,445 $-40,250
2020 $86,734 $55,217 $263,721 $31,517
2019 $86,363 $40,091 $234,375 $46,272
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