WOBURNSTONEHAM MA LODGE 908 BE PROTECTIVE ORDER OF ELKS USA IN (EIN 237583777) - 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

1904

Legal Domicile

Principal Officer

JOHN DANIZIO

Phone

7819353535

Tax Period

2024-04-01 to 2025-03-31

WOBURNSTONEHAM MA LODGE 908 BE PROTECTIVE ORDER OF ELKS USA IN, founded in 1904, is a small nonprofit that reported $563K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $502K left a modest 11% surplus.

Mission

FRATERNAL ORGANIZATION OPERATING FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS

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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 $124,635

Program Service Revenue $57,305

Investment Income $6,980

Other Revenue $374,027

TOTAL REVENUE $562,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,153

Fundraising Expenses $0

Other Expenses $457,840

TOTAL EXPENSES $501,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$562,947	$806,184	-0.3%
Expenses	$501,993	$476,834	+0.1%
Net Income	$60,954	$329,350	-0.8%

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

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

$17,654

Total Directors

$9,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY JONES	EXHALTED RUL	5.00	Officer	$0	$0	$0
TOM QUALEY	ESTEEMED LEA	2.00	Officer Director	$0	$0	$0
GEORGE RODRIQUEZ	ESTEEMED LOY	2.00	Officer	$0	$0	$0
PATTI ROBICHAUD	SECRETARY	10.00	Officer	$8,654	$0	$8,654
JOHN DANIZIO	TREASURER	10.00	Officer Director	$9,000	$0	$9,000
ALICIA JOHNSON	ESQUIRE	2.00	Officer	$0	$0	$0
JOHN TURNER	TRUSTEE	1.00		$0	$0	$0
JON ETHERIDGE	TRUSTEE	1.00		$0	$0	$0
STEPHEN QUALEY	TRUSTEE	1.00		$0	$0	$0
DANIEL STOCKER	TRUSTEE	1.00		$0	$0	$0
CHRISTOPHER IRVING	TRUSTEE	1.00		$0	$0	$0
KEITH WALLACE	ESTEEMED LEC	1.00	Officer	$0	$0	$0
RICHARD HIGGINS	TILER	1.00	Officer	$0	$0	$0
ARTHUR HIGGINS	CHAPLAIN	1.00	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	$562,947	$501,993	$893,050	$60,954
2024	$521,257	$476,834	$853,561	$44,423
2023	$416,748	$469,830	$801,787	$-53,082
2022	$320,119	$374,311	$819,483	$-54,192
2021	$109,188	$268,381	$885,824	$-159,193
2020	$299,677	$334,533	$1,008,084	$-34,856
2019	$1,212,373	$366,723	$1,054,078	$845,650

WOBURNSTONEHAM MA LODGE 908 BE PROTECTIVE ORDER OF ELKS USA IN