BENEVOLENT & PROTECTIVE ORDER OF ELKS UTICA 33 (EIN 150243172) - 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

1950

Principal Officer

DANIEL MCNAMARA

Phone

3157332377

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS UTICA 33, founded in 1950, is a small nonprofit that reported $163K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $221K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE UTICA BENEVOLENT & PROTECTIVE ORDER OF ELKS IS A FRATERNAL ORGANIZATION WHICH SUPPORTS MEMBERS COMMUNITY ACTIVITIES AND CHARITABLE ORGANIZATIONS. IT IS ORGANIZED UNDER THE "LODGE SYSTEM"

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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 $36,257

Program Service Revenue $0

Investment Income $1,438

Other Revenue $125,325

TOTAL REVENUE $163,020

Expense Breakdown

Grants Paid $2,300

Salaries & Benefits $45,406

Fundraising Expenses $0

Other Expenses $173,054

TOTAL EXPENSES $220,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,020	$216,979	-0.2%
Expenses	$220,760	$220,090	+0.0%
Net Income	$-57,740	$-3,111	+17.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKIE FORD	EXALTED RULE	N/A	Officer Director	$0	$0	$0
DANIEL MCNAMARA	LEADING KNIG	N/A	Officer Director	$0	$0	$0
MARY ANN ETIENNE	SECRETARY	N/A	Officer Director	$0	$0	$0
STEPHEN ROMANOW	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID BARR	TRUSTEE	N/A	Officer Director	$0	$0	$0
PAUL CARSON	TRUSTEE	N/A	Officer Director	$0	$0	$0
EDWARD GRIFFITHS	TRUSTEE	N/A	Officer Director	$0	$0	$0
MICHAEL BUTLER	TRUSTEE	N/A	Officer Director	$0	$0	$0
CORY O'CONNOR	TRUSTEE	N/A	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	$163,020	$220,760	$529,151	$-57,740
2024	$216,979	$220,090	$555,587	$-3,111
2023	$246,923	$219,944	$572,529	$26,979
2022	$214,466	$184,878	$544,538	$29,588
2021	$152,232	$168,698	$505,961	$-16,466
2020	$163,347	$173,653	$516,111	$-10,306

BENEVOLENT & PROTECTIVE ORDER OF ELKS UTICA 33