BENEVOLENT & PROTECTIVE ORDER OF THE ESSEX ELKS #1866 (EIN 521002452) - 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

1953

Legal Domicile

Principal Officer

GENEIL DUPACK

Phone

4106867797

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ESSEX ELKS #1866, founded in 1953, is a small nonprofit that reported $229K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $220K left a modest 4% surplus.

Mission

PROMOTE COMMUNITY WELFARE THROUGHOUT ALL AREAS AS REQUIRED BY THE GRAND LODGE

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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 $55,697

Program Service Revenue $0

Investment Income $1,569

Other Revenue $171,491

TOTAL REVENUE $228,757

Expense Breakdown

Grants Paid $4,162

Salaries & Benefits $63,319

Fundraising Expenses $0

Other Expenses $152,709

TOTAL EXPENSES $220,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,757	$211,416	+0.1%
Expenses	$220,190	$215,767	+0.0%
Net Income	$8,567	$-4,351	-3.0%

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

469

Independent Members

469

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

$9,166

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENEIL DUPACK	EXALTED RULER	25.00	Officer	$0	$0	$0
DEBBIE PRICE	EST.LEADING KNIGHT	25.00	Officer	$0	$0	$0
JOE McGEENEY	EST. LOYAL KNIGHT	12.00	Officer	$0	$0	$0
JAMES MORRIS	EST. LECTURING KNIGHT.	12.00	Officer	$0	$0	$0
RUSSELL BLOSSER	SECRETARY	25.00	Officer	$4,583	$0	$4,583
TAMMY L MATHENA	TREASURER	25.00	Officer	$4,583	$0	$4,583
MARK HARFORD	ESQUIRE	12.00	Director	$0	$0	$0
CINDY WILLETT	TILER	12.00	Director	$0	$0	$0
SUSAN METZGER	INNER GUARD	12.00	Director	$0	$0	$0
MARIE CAVEY	CHAPLAIN	12.00	Director	$0	$0	$0
JIM TRENT	1 YEAR TRUSTEE	12.00	Director	$0	$0	$0
MARK BALSAMO	2 YEAR TRUSTEE	12.00	Director	$0	$0	$0
ERNEST McCAULEY	3 YEAR TRUSTEE	12.00	Director	$0	$0	$0
RONALD W HERSHEY SR	4 YEAR TRUSTEE	12.00	Director	$0	$0	$0
STEVE RUTH	5 YEAR TRUSTEE	12.00	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	$228,757	$220,190	$144,735	$8,567
2024	$211,416	$215,767	$141,832	$-4,351
2023	$204,055	$197,190	$148,523	$6,865
2022	$166,647	$139,289	$154,873	$27,358
2021	$107,689	$175,072	$138,446	$-67,383

BENEVOLENT & PROTECTIVE ORDER OF THE ESSEX ELKS #1866