BPO Elks #2223 (EIN 237130338) - 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

1961

Legal Domicile

Principal Officer

Keith Plog

Phone

5186922061

Tax Period

2024-04-01 to 2025-03-31

BPO Elks #2223, founded in 1961, is a small nonprofit that reported $174K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

A Fraternal Order providing social activities for its members, programs and supporting services for the general public and contributions to charitable organizations.

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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 $48,575

Program Service Revenue $10,965

Investment Income $1,309

Other Revenue $113,341

TOTAL REVENUE $174,190

Expense Breakdown

Grants Paid $17,734

Salaries & Benefits $17,761

Fundraising Expenses $0

Program Expenses $40,805

Other Expenses $136,663

TOTAL EXPENSES $175,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,190	$156,690	+0.1%
Expenses	$175,163	$154,390	+0.1%
Net Income	$-973	$2,300	-1.4%

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

N/A

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

$2,700

Total Directors

$2,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Clothier	Treasurer	005.00	Officer Director	$2,700	$0	$2,700
Bruce Jordan	Trustee	005.00	Officer Director	$0	$0	$0
Bill Curley	Trustee	003.00	Officer Director	$0	$0	$0
Judy Wick	Trustee	005.00	Officer Director	$0	$0	$0
Marianne Brownell	Trustee	005.00	Officer Director	$0	$0	$0
Dianne Gutusy	Trustee	005.00	Officer Director	$0	$0	$0
Jill Randall	Secretary	005.00	Officer Director	$0	$0	$0
Keith Plog	Exhaulted Ruler	010.00	Officer Director	$0	$0	$0
Mike Bonhote	Lecturing Knight	002.00	Officer Director	$0	$0	$0
Mary Beth Litz	Loyal Knight	005.00	Officer Director	$0	$0	$0
Jason Lloyd	Leading Knight	005.00	Officer 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	$174,190	$175,163	$180,088	$-973
2024	$156,690	$154,390	$188,659	$2,300
2023	$196,454	$162,780	$183,104	$33,674
2022	$147,969	$125,129	$153,788	$22,840
2020	$177,477	$140,795	$149,124	$36,682

BPO Elks #2223