Benevolent Protective Order of Elks Inverness Lodge No 2522 (EIN 237415586) - 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

1976

Legal Domicile

Principal Officer

Ric Barmes

Phone

3527262027

Tax Period

2024-04-01 to 2025-03-31

Benevolent Protective Order of Elks Inverness Lodge No 2522, founded in 1976, is a small nonprofit that reported $299K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $58K, a strong 20% operating margin.

Mission

Paternal Organization-Charitable Endeavors

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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 $79,467

Program Service Revenue $113,613

Investment Income $3,113

Other Revenue $102,721

TOTAL REVENUE $298,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,958

Fundraising Expenses $0

Other Expenses $210,650

TOTAL EXPENSES $240,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,914	$219,872	+0.4%
Expenses	$240,608	$243,110	0.0%
Net Income	$58,306	$-23,238	-3.5%

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

N/A

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

$26,000

Total Directors

$13,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ric Barmes	Treasurer	5.00	Officer Director	$13,000	$0	$13,000
Anthony Kopka	Secretary	20.00	Officer	$13,000	$0	$13,000
Nils Anderson	Vice President	5.00	Director	$0	$0	$0
Patrica Mechtey	Trustee	5.00	Director	$0	$0	$0
Doug Kline	Trustee	5.00	Director	$0	$0	$0
Richard Cody	Trustee	5.00	Director	$0	$0	$0
Peter Smoltz	Trustee	0.00	Director	$0	$0	$0
Richard Mechtey	Trustee	20.00	Officer	$0	$0	$0
Edwin Torres	President	20.00	Officer	$0	$0	$0
Sally Torres	Vice President	20.00	Officer	$0	$0	$0
Ed Kuching	Vice President	20.00	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	$298,914	$240,608	$472,239	$58,306
2024	$219,872	$243,110	$401,292	$-23,238
2023	$230,996	$205,543	$385,665	$25,453
2022	$190,784	$195,666	$338,112	$-4,882
2021	$212,895	$149,261	$335,359	$63,634
2019	$171,031	$161,647	$272,371	$9,384

Benevolent Protective Order of Elks Inverness Lodge No 2522