POTSDAM LODGE NO 2074 BENEVOLENT AND PROTECTIVE ORDER ELKS (EIN 150598501) - 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

1958

Legal Domicile

Principal Officer

ERNEST CHARLESTON

Phone

3152652074

Tax Period

2024-04-01 to 2025-03-31

POTSDAM LODGE NO 2074 BENEVOLENT AND PROTECTIVE ORDER ELKS, founded in 1958, is a small nonprofit that reported $470K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $413K left a modest 12% surplus.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRT OF AMERICAN PATRIOTISM; TO CULTIVATE 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 $10,054

Program Service Revenue $77,689

Investment Income $10,210

Other Revenue $372,144

TOTAL REVENUE $470,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,925

Fundraising Expenses $0

Other Expenses $245,497

TOTAL EXPENSES $413,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$470,097	$352,560	+0.3%
Expenses	$413,422	$387,930	+0.1%
Net Income	$56,675	$-35,370	-2.6%

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

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

$6,785

Total Directors

$6,785

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HASSETT	SECRETARY	1.00	Officer Director	$5,000	$0	$5,000
ERNEST CHARLESTON	EXALTED RULE	1.00	Officer Director	$1,635	$0	$1,635
MARY MCINTOSH	LECTURING KN	1.00	Officer Director	$150	$0	$150
MARY CHARLESTON	TRUSTEE	0.50	Director	$0	$0	$0
PATRICK GRAY	TRUSTEE	0.50	Director	$0	$0	$0
TRACY GREEN	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
BETSY HENRY	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL MANOR	TRUSTEE CHAI	0.50	Director	$0	$0	$0
SHAWN MORRILL	LEADING KNIG	1.00	Officer Director	$0	$0	$0
FREDERICK ROBAR	TRUSTEE	0.50	Director	$0	$0	$0
MELETA TRUAX	TRUSTEE	0.50	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	$470,097	$413,422	$521,126	$56,675
2024	$352,560	$387,930	$444,691	$-35,370
2023	$348,891	$357,143	$412,147	$-8,252
2022	$318,817	$327,811	$458,408	$-8,994
2021	$218,645	$242,298	$421,642	$-23,653
2020	$354,859	$354,472	$385,313	$387
2019	$339,655	$343,552	$410,221	$-3,897

POTSDAM LODGE NO 2074 BENEVOLENT AND PROTECTIVE ORDER ELKS