BARRE ELKS LODGE #1535 (EIN 030104530) - 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

1958

Legal Domicile

Phone

8024799522

Tax Period

2024-04-01 to 2025-03-31

BARRE ELKS LODGE #1535, founded in 1958, is a small nonprofit that reported $478K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

FRATERNAL ORDER OPERATING UNDER THE LODGE SYSTEM

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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 $38,167

Program Service Revenue $74,435

Investment Income $1,588

Other Revenue $363,663

TOTAL REVENUE $477,853

Expense Breakdown

Grants Paid $53,731

Salaries & Benefits $162,944

Fundraising Expenses $0

Other Expenses $250,207

TOTAL EXPENSES $466,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$477,853	$558,926	-0.1%
Expenses	$466,882	$521,079	-0.1%
Net Income	$10,971	$37,847	-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

152

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

$5,665

Total Directors

$5,665

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI MAJOR	SECRETARY	10.00	Officer Director	$4,120	$0	$4,120
BRADLEY LAWSON	TREASURER	2.00	Officer Director	$1,545	$0	$1,545
CINDY JONES WHOOLEY	TRUSTEE	1.00	Director	$0	$0	$0
GINGER NICHOLS	TRUSTEE	10.00	Director	$0	$0	$0
RANDY TUCKER	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG CHASE	TRUSTEE	1.00	Director	$0	$0	$0
FRANK HOTALING	CHAIR	10.00	Officer Director	$0	$0	$0
TODD BENOIT	EXALTED RULER	10.00	Officer Director	$0	$0	$0
CHRIS TRUHAN	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
RICHARD GARIBOLDI	LECTURING KNIGHT	2.00	Officer Director	$0	$0	$0
BROOKE CODLING	LOYAL KNIGHT	5.00	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	$477,853	$466,882	$938,832	$10,971
2024	$558,926	$521,079	$925,656	$37,847
2023	$539,739	$462,628	$892,017	$77,111
2022	$459,168	$381,936	$836,276	$77,232
2021	$410,835	$242,936	$690,781	$167,899

BARRE ELKS LODGE #1535