PORTSMOUTH LODGE OF ELKS 97 (EIN 020108547) - 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

1989

Legal Domicile

Principal Officer

AMANDA BEAUDOIN

Phone

6034360707

Tax Period

2024-04-01 to 2025-03-31

PORTSMOUTH LODGE OF ELKS 97, founded in 1989, is a small nonprofit that reported $795K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Net assets of $1.7M represent 25 months of operating reserves.

Mission

PROVIDING A FACILITY WHERE LOCALS CAN GATHER AND FEEL A SENSE OF COMMUNITY WHILE CONTRIBUTING TO THE COMMUNITY THROUGH CHARITABLE GIVING AND SCHOLARSHIPS

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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 $231,259

Program Service Revenue $0

Investment Income $27,902

Other Revenue $535,922

TOTAL REVENUE $795,083

Expense Breakdown

Grants Paid $48,730

Salaries & Benefits $236,028

Fundraising Expenses $0

Other Expenses $540,231

TOTAL EXPENSES $824,989

Year-over-Year Comparison

	2024	2023	Change
Revenue	$795,083	$624,784	+0.3%
Expenses	$824,989	$718,852	+0.1%
Net Income	$-29,906	$-94,068	-0.7%

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

$36,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BOWEN	TREASURER	10.00	Officer	$18,000	$0	$18,000
SUZANNE MAKER	SECRETARY	10.00	Officer	$18,000	$0	$18,000
AMANDA BEAUDOIN	EXALTED RULE	2.00	Officer Director	$0	$0	$0
TOM BEAUDOIN	LECTURING KN	2.00	Officer Director	$0	$0	$0
CATHERINE CANTWELL	LEADING KNIG	2.00	Officer Director	$0	$0	$0
LONNIE CHERRY	TRUSTEE	2.00	Officer Director	$0	$0	$0
MARIELA CHERRY	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
DAWN CROTEAU	TRUSTEE	2.00	Officer Director	$0	$0	$0
JIMMY DUMONT	TRUSTEE	2.00	Officer Director	$0	$0	$0
MICHAEL GRIFFIN	TRUSTEE	2.00	Officer Director	$0	$0	$0
CURT MURRAY	TRUSTEE	2.00	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	$795,083	$824,989	$1,910,713	$-29,906
2024	$624,784	$718,852	$1,898,337	$-94,068
2023	$501,490	$561,921	$1,846,603	$-60,431
2022	$571,334	$594,921	$1,878,576	$-23,587
2021	$313,993	$377,532	$1,889,229	$-63,539
2020	$472,478	$467,999	$1,836,898	$4,479
2019	$378,930	$381,913	$1,931,752	$-2,983

PORTSMOUTH LODGE OF ELKS 97