Rio Rancho Elks Lodge 2500 (EIN 237383006) - 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

1974

Legal Domicile

Principal Officer

Michael Gerard

Phone

5058923677

Tax Period

2024-04-01 to 2025-03-31

Rio Rancho Elks Lodge 2500, founded in 1974, is a small nonprofit that reported $172K in total revenue in fiscal year 2024. Expenses of $159K left a modest 7% surplus.

Mission

To promote the cardinal virtues of Charity Justice Brotherly Love and Fidelity They aim to enhance the happiness and welfare of their members while also engaging in patriotic and charitable activities within the 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 $55,705

Program Service Revenue $0

Investment Income $33

Other Revenue $116,293

TOTAL REVENUE $172,031

Expense Breakdown

Grants Paid $17,403

Salaries & Benefits $38,615

Fundraising Expenses $0

Program Expenses $19,014

Other Expenses $103,259

TOTAL EXPENSES $159,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,031	$177,404	0.0%
Expenses	$159,277	$160,541	0.0%
Net Income	$12,754	$16,863	-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

$14,535

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CINDY TRUJILLO	Secretary	24.00	Officer	$8,505	$0	$8,505
KAREN GERARD-ZIEGLER	Treasurer	40.00	Officer	$6,030	$0	$6,030
JACK MING	1 yr Trustee	10.50	Director	$0	$0	$0
CHESTER FARRINGTON	3 year Trustee	10.50	Director	$0	$0	$0
BOB MORTON	Lecturing Knight	10.50	Director	$0	$0	$0
JENNIFER EDENS	2 year Trustee	10.50	Director	$0	$0	$0
STEVEN ZIEGLER	4 year Trustee	15.00	Director	$0	$0	$0
MICHAEL GERARD	Exalted Ruler	10.50	Officer	$0	$0	$0
BARBARA MORTON	Loyal Knight	10.50	Officer	$0	$0	$0
KARLIE HILL	Leading Knight	5.00	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	$172,031	$159,277	$515,993	$12,754
2024	$177,404	$160,541	$499,152	$16,863
2023	$263,421	$215,363	$481,011	$48,058

Rio Rancho Elks Lodge 2500