Tracy Elks Lodge BPOE 2031 (EIN 237165987) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Phone

2098354413

Tax Period

2024-04-01 to 2025-03-31

Tracy Elks Lodge BPOE 2031, founded in 1959, is a small nonprofit that reported $234K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

SERVICE TO COMMUNITY AND COUNTRY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,318

Program Service Revenue $200,469

Investment Income $1,555

Other Revenue $25,683

TOTAL REVENUE $234,025

Expense Breakdown

Grants Paid $5,849

Salaries & Benefits $46,920

Fundraising Expenses $0

Program Expenses $32,742

Other Expenses $176,967

TOTAL EXPENSES $229,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$234,025	$285,544	-0.2%
Expenses	$229,736	$277,271	-0.2%
Net Income	$4,289	$8,273	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY KNOX	Treasurer	10.00	Officer	$4,800	$0	$4,800
WILLIAM HOLSAPPE	Trustee	0.00	Director	$0	$0	$0
ALAN KEIGLEY	Trustee	0.00	Director	$0	$0	$0
JIM AKERS	Trustee	0.00	Director	$0	$0	$0
RICK NOGUEIRA	Trustee	0.00	Director	$0	$0	$0
MICHAEL CLINE	LECTURNG KNIGHT	0.00	Officer	$0	$0	$0
JERRY NICOLAISEN	Trustee	0.00	Officer	$0	$0	$0
LESLIE ROWE	EXALTED RULER	0.00	Officer	$0	$0	$0
DEDE NELSON	INNER GUARD	0.00	Officer	$0	$0	$0
MICHAEL SCIORTINO	LOYAL KNIGHT	0.00	Officer	$0	$0	$0
DAVE DELLENBACK	LEADING KNIGHT	0.00	Officer	$0	$0	$0
DESSARAY RODRIGUEZ	Secretary	0.00	Officer	$0	$0	$0
GUSTAVE COVARRUBIAS	TILER	0.00	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	$234,025	$229,736	$190,324	$4,289
2024	$285,544	$277,271	$203,737	$8,273
2023	$227,288	$244,282	$218,307	$-16,994
2022	$217,299	$221,531	$207,850	$-4,232
2020	$243,314	$251,928	$198,812	$-8,614
2019	$265,322	$276,845	$221,131	$-11,523

Tracy Elks Lodge BPOE 2031