Westwood BPO Elks 1562 (EIN 220909574) - 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

1928

Legal Domicile

Principal Officer

John Maggi

Phone

2016661562

Tax Period

2024-04-01 to 2025-03-31

Westwood BPO Elks 1562, founded in 1928, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Net assets of $465K represent 35 months of operating reserves.

Mission

Provide charity service for the local community

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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 $57,611

Program Service Revenue $0

Investment Income $4,093

Other Revenue $98,160

TOTAL REVENUE $159,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $168,784

TOTAL EXPENSES $168,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,864	$162,968	0.0%
Expenses	$168,784	$158,960	+0.1%
Net Income	$-8,920	$4,008	-3.2%

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

N/A

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

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Maggi	Exalted Ruler	20.00	Director	$0	$0	$0
Tim Donaldson	Secretary	20.00	Director	$1,200	$0	$1,200
John P Cangelosi	Treasurer	20.00	Director	$1,200	$0	$1,200
John Maggi	Grace Nappi	20.00	Director	$0	$0	$0
Jason Durie	Trustee	20.00	Director	$0	$0	$0
Mike Travis	Trustee	20.00	Director	$0	$0	$0
Tim Delehanty	Esteemed Lecturing Knight	20.00	Director	$0	$0	$0
Mike Heimer	Trustee	20.00	Director	$0	$0	$0
Lenny Kientz	Trustee	20.00	Director	$0	$0	$0
Walter Pasquino	Trustee	20.00	Director	$0	$0	$0
Ron Kusala	Esteemed Loyal Knight	20.00	Director	$0	$0	$0
Tracy Brandenburg	Chaplain	20.00	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	$159,864	$168,784	$516,090	$-8,920
2024	$162,968	$158,960	$517,865	$4,008
2023	$159,813	$130,747	$513,973	$29,066
2022	$150,987	$105,701	$475,611	$45,286
2021	$122,891	$90,210	$418,858	$32,681

Westwood BPO Elks 1562