SHELTON BPOE LODGE 2467 (EIN 910877861) - 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

1999

Legal Domicile

Principal Officer

ROBERT FERDA

Phone

3604262322

Tax Period

2018-04-01 to 2019-03-31

SHELTON BPOE LODGE 2467, founded in 1999, is a small nonprofit that reported $484K in total revenue in fiscal year 2018. Revenue surged 359% from the prior year, signaling strong growth momentum. The organization ran a surplus of $452K, a strong 93% operating margin.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $12,876

Program Service Revenue $369

Investment Income $488,610

Other Revenue $-17,424

TOTAL REVENUE $484,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $32,211

TOTAL EXPENSES $32,211

Year-over-Year Comparison

	2018	2017	Change
Revenue	$484,431	$105,494	+3.6%
Expenses	$32,211	$95,115	-0.7%
Net Income	$452,220	$10,379	+42.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM MORIN	LOYAL KNIGHT	2.00	Director	$0	$0	$0
JOE COTE	LEADING KNIGHT	2.00	Director	$0	$0	$0
ERNIE SOSENOW	TRUSTEE	2.00	Director	$0	$0	$0
DAVID THOMPSON	EXALTED RULER	2.00	Officer	$0	$0	$0
CHRISTINA LAFORE	SECRETARY	5.00	Officer	$0	$0	$0
PAUL THOMPSON	TRUSTEE CHAIRMAN	2.00	Officer	$0	$0	$0
KRISTA ELLIS	TREASURER	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
2019	$484,431	$32,211	No data	$452,220
2018	$105,494	$95,115	$147,839	$10,379

SHELTON BPOE LODGE 2467