CARLISLE LODGE 578 BPO ELKS

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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

1900

Legal Domicile

Principal Officer

DAVID SMITH

Phone

7172493414

Tax Period

2024-04-01 to 2025-03-31

CARLISLE LODGE 578 BPO ELKS, founded in 1900, is a small nonprofit that reported $779K in total revenue in fiscal year 2024. Expenses of $710K left a modest 9% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE ITS MEMBERS THE OPPORTUNITY TO FOLLOW PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, FIDELITY, AND CAMARADERIE.

Program Service Accomplishments

Program 1

THE ORGANIZATION FOSTERS AND ENHANCES PUBLIC INTEREST AND THE HAPPINESS OF ITS MEMBERS BY CONTRIBUTIONS TO THEIR EMOTIONAL AND SOCIAL WELL-BEING, INCREASING ITS MEMBERS COMPREHENSION OF AND DEVOTION TO PRINCIPLES UPON WHICH AMERICA WAS FOUNDED AND THE SPIRIT OF AMERICAN PATRIOTISM AND CULTIVATION GOOD FELLOWSHIP IN A SOCIAL ENVIRONMENT.

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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 $194,121

Program Service Revenue $97,824

Investment Income $21,122

Other Revenue $465,606

TOTAL REVENUE $778,673

Expense Breakdown

Grants Paid $129,268

Salaries & Benefits $203,800

Fundraising Expenses $0

Other Expenses $376,814

TOTAL EXPENSES $709,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$778,673	$734,466	+0.1%
Expenses	$709,882	$676,688	+0.0%
Net Income	$68,791	$57,778	+0.2%

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

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN BREHM	SECRETARY	2.00	Officer	$6,000	$0	$6,000
TERRY GLASS	TREASURER	2.00	Officer	$6,000	$0	$6,000
DAVID SMITH	EXALTED RULE	2.00	Officer	$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	$778,673	$709,882	$741,814	$68,791
2024	$734,466	$676,688	$672,146	$57,778
2022	$746,988	$482,224	$652,203	$264,764
2021	$467,435	$312,068	$658,536	$155,367
2020	$458,899	$461,275	$460,131	$-2,376
2019	$417,744	$479,163	$440,718	$-61,419