CLIFTON PARK LODGE NO 2466 BENEVOLENT ORDER OF ELKS OF THE UNITED STATES OF AM (EIN 237168265) - 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

1971

Legal Domicile

Principal Officer

CHRISTOPHER O GERSEY

Phone

5188775200

Tax Period

2024-04-01 to 2025-03-31

CLIFTON PARK LODGE NO 2466 BENEVOLENT ORDER OF ELKS OF THE UNITED STATES OF AM, founded in 1971, is a small nonprofit that reported $363K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $69K, a strong 19% operating margin.

Mission

FRATERNAL LODGE ORGANIZATION

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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 $140,574

Program Service Revenue $48,068

Investment Income $983

Other Revenue $173,764

TOTAL REVENUE $363,389

Expense Breakdown

Grants Paid $4,609

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $289,813

TOTAL EXPENSES $294,422

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,389	$312,778	+0.2%
Expenses	$294,422	$271,964	+0.1%
Net Income	$68,967	$40,814	+0.7%

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

N/A

Volunteers

100

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
DANIEL MATHIAS	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROBERT LUMPKINS	TRUSTEE	5.00	Officer Director	$0	$0	$0
WILLIAM KELTS	TRUSTEE	5.00	Officer Director	$0	$0	$0
TOBY WATKINS	EXALTED RULER	8.00	Officer Director	$0	$0	$0
CHRIS BERRY	TRUSTEE	5.00	Officer Director	$0	$0	$0
DONNA ABARE	LECTURING KNIGHT	8.00	Officer Director	$0	$0	$0
ROLAND ABARE	LOYAL KNIGHT	8.00	Officer Director	$0	$0	$0
LEONARD CASPER	LEADING KNIGHT	8.00	Officer Director	$0	$0	$0
RICHARD WARD	TRUSTEE	5.00	Officer Director	$0	$0	$0
AUDREY OSTERLITZ	ESQUIRE	5.00	Officer	$0	$0	$0
CHRISTOPHER D GERSEY	TREASURER	8.00	Officer	$0	$0	$0
ANNE SHELTON	SECRETARY	8.00	Officer	$0	$0	$0
NATALIE COLE	CHAPLAIN	5.00	Officer	$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	$363,389	$294,422	$552,363	$68,967
2024	$312,778	$271,964	$507,591	$40,814
2023	$335,562	$244,252	$471,495	$91,310
2022	$285,474	$251,144	$387,039	$34,330
2021	$148,955	$181,800	$340,086	$-32,845
2020	$208,931	$210,920	$364,767	$-1,989
2020	$208,931	$210,920	$364,767	$-1,989
2019	$237,634	$245,820	$325,655	$-8,186

CLIFTON PARK LODGE NO 2466 BENEVOLENT ORDER OF ELKS OF THE UNITED STATES OF AM