Liberty Elks Lodge 2019 (EIN 237130202) - 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

1959

Legal Domicile

Phone

9363363739

Tax Period

2023-04-01 to 2024-03-31

Liberty Elks Lodge 2019, founded in 1959, is a small nonprofit that reported $107K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $155K exceeded revenue, resulting in a 45% operating deficit.

Mission

o carry on fraternal activities under the Lodge system, the net income of which is used exclusively for benevolent and charitable purposes. This is accomplished through youth activities, drug awareness, youth scholarship, assistance to local charities, veteran programs, Americanism, and support to State Major Project.

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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 (2023)

Revenue Breakdown

Contributions & Grants $47,972

Program Service Revenue $0

Investment Income $368

Other Revenue $58,646

TOTAL REVENUE $106,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,820

Fundraising Expenses $0

Other Expenses $147,199

TOTAL EXPENSES $155,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,986	$146,297	-0.3%
Expenses	$155,019	$127,773	+0.2%
Net Income	$-48,033	$18,524	-3.6%

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

236

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
Jennifer Regen	Loyal Knight	1.00	Director	$0	$0	$0
William Tinney	Lecturing Knight	1.00	Director	$0	$0	$0
Mike Templeton	Trustee	1.00	Director	$0	$0	$0
Terry DonFregia	Trustee	1.00	Director	$0	$0	$0
Kenny McGlasson	Trustee	1.00	Director	$0	$0	$0
Carolyn Tinney	Trustee	1.00	Director	$0	$0	$0
Katie Worthy	Exalted Ruler	10.00	Officer	$0	$0	$0
Jeff Phelps	Leading Knight	1.00	Officer	$0	$0	$0
Leslie Lawrence	Secretary	10.00	Officer	$0	$0	$0
Miranda Huhrey	Treasurer	10.00	Officer	$0	$0	$0
Vernon Poole	Trustee	10.00	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	No data	No data	No data	No data
2024	$106,986	$155,019	$275,719	$-48,033
2023	$146,297	$127,773	$299,503	$18,524
2022	$186,883	$136,843	$279,387	$50,040
2021	$132,264	$108,866	$249,877	$23,398
2019	$171,928	$122,117	$232,108	$49,811

Liberty Elks Lodge 2019