BPOE DUNEDIN CLEARWATER ELKS LODGE 1525 (EIN 237176698) - 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

2008

Legal Domicile

Phone

7277331005

Tax Period

2024-04-01 to 2025-03-31

BPOE DUNEDIN CLEARWATER ELKS LODGE 1525, founded in 2008, is a small nonprofit in the Mutual Benefit sector that reported $276K in total revenue in fiscal year 2024. Net assets of $706K represent 31 months of operating reserves.

Mission

FRATERNAL ORGANIZATION - STATE AND FEDERAL MAJOR PROJECTS. COMMUNITY SERVICE. ELKS STATE PROJECTS: CHILDRENS THERAPY SERVICES AND FLORIDA ELKS YOUTH CAMP. ELKS NATIONAL PROJECTS: NATIONAL FOUNDATION, HOOP SHOOT, VETERANS SERVICES, SCOUTS, AMERICANISM, SCHOLARSHIPS, ETC.

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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 $79,073

Program Service Revenue $33,771

Investment Income $1,023

Other Revenue $161,922

TOTAL REVENUE $275,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,929

Fundraising Expenses $0

Program Expenses $280,397

Other Expenses $204,712

TOTAL EXPENSES $284,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$275,789	$256,230	+0.1%
Expenses	$284,641	$244,688	+0.2%
Net Income	$-8,852	$11,542	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA PAILLEY	TRUSTEE	5.00	Officer Director	$0	$0	$0
CAROL MILLER	TRUSTEE	5.00	Officer Director	$0	$0	$0
PAUL DILIBERTO	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROBERT MURRAY	TRUSTEE	5.00	Officer Director	$0	$0	$0
ROSE GOODRICH	TRUSTEE	0.00	Officer Director	$0	$0	$0
RICHARD LESKOVSKY	PAST EXALTED RULER	10.00	Officer	$0	$0	$0
BRYAN STEELE	EXALTED RULER	30.00	Officer	$0	$0	$0
PETER GLUSHKO	LEADING KNIGHT	10.00	Officer	$0	$0	$0
KAREN GLUSHKO	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
JOE CARIDEO	SECRETARY	25.00	Officer	$0	$0	$0
CHERYL MATHEWS	TREASURER	25.00	Officer	$0	$0	$0
GENNARO DIANA	LECTURING KNIGHT	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	$275,789	$284,641	$762,249	$-8,852
2024	$256,230	$244,688	$768,247	$11,542
2023	$176,991	$197,374	$851,743	$-20,383
2023	$285,768	$200,394	$851,743	$85,374
2022	$228,081	$217,158	$794,614	$10,923
2021	$116,850	$154,664	$784,152	$-37,814
2020	$237,684	$256,548	$821,656	$-18,864
2019	$255,608	$244,564	$841,121	$11,044

BPOE DUNEDIN CLEARWATER ELKS LODGE 1525