MONTPELIER LODGE OF ELKS 924 (EIN 030104560) - 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

1905

Legal Domicile

Principal Officer

RENEE LAWRENCE

Tax Period

2020-04-01 to 2021-03-31

MONTPELIER LODGE OF ELKS 924, founded in 1905, is a micro nonprofit that reported $84K in total revenue in fiscal year 2020. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $261K exceeded revenue, resulting in a 211% operating deficit.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, AND FIDELITY. TO SERVE THE PEOPLE AND COMMUNITY THROUGH BENEVOLENT PROGRAMS DEMONSTRATING 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 (2020)

Revenue Breakdown

Contributions & Grants $2,540

Program Service Revenue $158,105

Investment Income $-98,359

Other Revenue $21,536

TOTAL REVENUE $83,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,413

Fundraising Expenses $0

Other Expenses $163,584

TOTAL EXPENSES $260,997

Year-over-Year Comparison

	2020	2019	Change
Revenue	$83,822	$267,061	-0.7%
Expenses	$260,997	$349,803	-0.3%
Net Income	$-177,175	$-82,742	+1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCILLE CAMPBELL	Trustee	1.00	Director	$0	$0	$0
KEVIN GOSS	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
Phillip Maynard	Trustee	1.00	Director	$0	$0	$0
DAVE LAWRENCE	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
SCOTT PHILLIPS	Trustee	1.00	Director	$0	$0	$0
LISA DILENA	EXALTED RULER	1.00	Officer Director	$0	$0	$0
ALISON HOWE	Secretary	1.00	Officer Director	$0	$0	$0
RENEE LAWRENCE	Treasurer	1.00	Officer Director	$0	$0	$0
MARK CAMPBELL	Trustee	1.00	Director	$0	$0	$0
PAT CORSEY	Trustee	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
2021	$83,822	$260,997	$272,107	$-177,175
2020	$267,061	$349,803	$467,811	$-82,742
2019	$261,566	$354,845	$585,960	$-93,279

MONTPELIER LODGE OF ELKS 924