BPOE Oakmont Lodge 1668 (EIN 250934143) - 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

1945

Legal Domicile

Principal Officer

Penny Wedmore

Phone

4128281668

Tax Period

2024-04-01 to 2025-03-31

BPOE Oakmont Lodge 1668, founded in 1945, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $115K left a modest 4% surplus.

Mission

Promote & support the exempt functions of Elk's Oakmont Lodge 1668

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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 $49,954

Program Service Revenue $3,875

Investment Income $300

Other Revenue $66,473

TOTAL REVENUE $120,602

Expense Breakdown

Grants Paid $13,901

Salaries & Benefits $1,424

Fundraising Expenses $0

Other Expenses $100,029

TOTAL EXPENSES $115,354

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,602	$132,020	-0.1%
Expenses	$115,354	$136,880	-0.2%
Net Income	$5,248	$-4,860	-2.1%

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

N/A

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

$1,424

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kate Westermann	Secretary	4.00	Officer	$712	$0	$712
Janice Schlegel	Treasurer	4.00	Officer	$712	$0	$712
Dennis Zerega	Trustee	0.00	Director	$0	$0	$0
George Santucci	Trustee	0.00	Director	$0	$0	$0
Kyle Reynolds	Trustee	0.00	Director	$0	$0	$0
Jeff Deakins	Trustee	0.00	Director	$0	$0	$0
Jeff Flowers	Trustee	0.00	Director	$0	$0	$0
Aimee Brown	President	4.00	Officer	$0	$0	$0
JoAnn Orbin	Vice President	4.00	Officer	$0	$0	$0
Barbara Harger	Trustee	4.00	Officer	$0	$0	$0
Thomas Newlancd	Trustee	4.00	Officer	$0	$0	$0
Jean Kanouff	Trustee	4.00	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	$120,602	$115,354	$207,610	$5,248
2024	$132,020	$136,880	$216,994	$-4,860
2023	$140,187	$111,879	$199,893	$28,308
2022	$139,498	$100,436	$166,686	$39,062
2021	$62,239	$82,061	$130,761	$-19,822
2020	$122,562	$121,545	$124,925	$1,017
2019	$101,439	$120,367	$126,231	$-18,928

BPOE Oakmont Lodge 1668