BATH MAINE ELKS LODGE NO 934 (EIN 010129660) - 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

1908

Legal Domicile

Principal Officer

JIM OLIVER

Phone

2074439852

Tax Period

2024-04-01 to 2025-03-31

BATH MAINE ELKS LODGE NO 934, founded in 1908, is a small nonprofit that reported $293K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $263K left a modest 10% surplus.

Mission

THE BATH LODGE IS A MEMBER OF THE NATIONAL ELKS LODGE AND EXISTS TO PROMOTE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY.

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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 $95,384

Program Service Revenue $0

Investment Income $50

Other Revenue $197,338

TOTAL REVENUE $292,772

Expense Breakdown

Grants Paid $74,353

Salaries & Benefits $11,250

Fundraising Expenses $0

Other Expenses $177,051

TOTAL EXPENSES $262,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,772	$232,076	+0.3%
Expenses	$262,654	$251,385	+0.0%
Net Income	$30,118	$-19,309	-2.6%

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

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

$11,250

Total Directors

$11,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG JOHNSON	EXALTED RULER	1.00	Officer Director	$0	$0	$0
MARK WESTRUM	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
MARGARETT LIGOTTI	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
PETE HUDSON	LECTURING KNIGHT	1.00	Officer Director	$0	$0	$0
LEON MCCREARY	SECRETARY	10.00	Officer Director	$6,000	$0	$6,000
DAWN BURTON	TREASURER	10.00	Officer Director	$5,250	$0	$5,250
DANNY JOHNSON	TILER	1.00	Officer Director	$0	$0	$0
DUANE FRASER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES YORK	TRUSTEE	1.00	Director	$0	$0	$0
JAMES OLIVER JR	TRUSTEE	1.00	Director	$0	$0	$0
NANCY CAMPBELL	CHAPLAIN	1.00	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	$292,772	$262,654	$647,073	$30,118
2024	$232,076	$251,385	$625,212	$-19,309
2023	$292,121	$226,795	$653,402	$65,326
2022	$359,883	$268,201	$588,955	$91,682
2021	$223,469	$234,799	$515,328	$-11,330
2020	$401,527	$352,805	$542,781	$48,722
2019	$427,751	$355,432	$501,187	$72,319

BATH MAINE ELKS LODGE NO 934