BPOE CARTHAGE LODGE NO 1762 (EIN 150524912) - 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

1948

Legal Domicile

Principal Officer

KODY HEUKRATH

Phone

3154931762

Tax Period

2024-04-01 to 2025-03-31

BPOE CARTHAGE LODGE NO 1762, founded in 1948, is a small nonprofit that reported $517K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $449K left a modest 13% surplus.

Mission

PROMOTE VARIOUS YOUTH ACTIVITIES AND PROGRAMS.

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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 $68,254

Program Service Revenue $0

Investment Income $58,716

Other Revenue $390,392

TOTAL REVENUE $517,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,236

Fundraising Expenses $0

Other Expenses $266,991

TOTAL EXPENSES $449,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$517,362	$426,161	+0.2%
Expenses	$449,227	$406,195	+0.1%
Net Income	$68,135	$19,966	+2.4%

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

100

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

$10,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH M GAMBLE	TRUSTEE	N/A	Officer	$0	$0	$0
KODY HEUKRATH	TRUSTEE	N/A	Officer	$0	$0	$0
THOMAS L BROTHERTON	SECRETARY	3.00	Officer	$5,400	$0	$5,400
BRIAN J SCOTT	TREASURER	3.00	Officer	$5,400	$0	$5,400
DOUG HEUKRATH	TILER	N/A	Officer	$0	$0	$0
MICHAEL D ROHR	EXALTED RULE	N/A	Officer	$0	$0	$0
SAMUEL THESIER	LECTURING KN	N/A	Officer	$0	$0	$0
ERIC LUTHER	LEADING KNIG	N/A	Officer	$0	$0	$0
JENNIFER HALKO	ESQUIRE	N/A	Officer	$0	$0	$0
LORI BORLAND	CHAPLAIN	N/A	Officer	$0	$0	$0
SEAN MCHALE	TRUSTEE	N/A	Director	$0	$0	$0
JIM BROTHERTON	TRUSTEE	N/A	Director	$0	$0	$0
DAVID NORTHROP	TRUSTEE	N/A	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	$517,362	$449,227	$984,718	$68,135
2024	$426,161	$406,195	$958,315	$19,966
2023	$384,767	$411,151	$906,664	$-26,384
2022	$414,344	$360,998	$961,492	$53,346
2021	$292,055	$304,057	$909,493	$-12,002
2020	$375,402	$383,838	$745,076	$-8,436
2019	$432,301	$395,429	$911,622	$36,872

BPOE CARTHAGE LODGE NO 1762