BENEVOLENT & PROTECTIVE ORDER OF ELKS WATERTOWN LODGE 838 (EIN 460203420) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

ROBERTA LAFRAMBOISE

Phone

6058865152

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks Watertown Lodge # 838, founded in 2000, is a small nonprofit that reported $253K in total revenue in fiscal year 2020. Expenses of $224K left a modest 12% surplus.

Mission

PROMOTING CHARITY, JUSTICE, & BROTHERLY LOVE WHICH ARE CARDINAL PRINCIPLES OF THE ORDER.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $57,705

Program Service Revenue $0

Investment Income $4

Other Revenue $183,849

TOTAL REVENUE $241,558

Expense Breakdown

Grants Paid $7,809

Salaries & Benefits $119,132

Fundraising Expenses $115

Program Expenses $231,823

Other Expenses $132,842

TOTAL EXPENSES $259,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,558	$262,919	-0.1%
Expenses	$259,783	$287,812	-0.1%
Net Income	$-18,225	$-24,893	-0.3%

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

1357

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
ROGER CROM	TREASURER	6.00	Officer Director	$0	$0	$0
ROBERTA LAFRAMBOISE	EXALTED RULE	5.00	Officer Director	$0	$0	$0
TOM LAFRAMBOISE	LEADING KNIG	3.00	Director	$0	$0	$0
DAVE MEIDINGER	TRUSTEE	4.00	Director	$0	$0	$0
RANDY NYGAARD	TRUSTEE	4.00	Director	$0	$0	$0
AARON SCHMILLEN	TRUSTEE	4.00	Director	$0	$0	$0
DEAN SCHULTZ	TRUSTEE	4.00	Director	$0	$0	$0
SCOTT SHAEFFER	TRUSTEE	4.00	Director	$0	$0	$0
JOHN STONEBARGER	SECRETARY	18.00	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	$241,558	$259,783	$557,919	$-18,225
2024	$262,919	$287,812	$589,925	$-24,893
2023	$380,011	$372,285	$602,573	$7,726
2022	$316,750	$274,234	$606,075	$42,516
2021	$253,347	$223,692	$647,297	$29,655

BENEVOLENT & PROTECTIVE ORDER OF ELKS WATERTOWN LODGE 838