BPO ELKS LODGE 2856 (EIN 262533323) - 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

2009

Legal Domicile

Principal Officer

MARY SOUTHWOOD

Phone

2312370200

Tax Period

2023-04-01 to 2024-03-31

BPO ELKS LODGE 2856, founded in 2009, is a small nonprofit that reported $242K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $312K exceeded revenue, resulting in a 29% operating deficit.

Mission

FRATERNAL ORGANIZATION WITH THE PURPOSE OF RAISING MONEY TO ASSIST NEEDY CHILDREN AND VETERANS, AS WELL AS OTHERS IN THE COMMUNITY IN NEED OF HELP.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $59,347

Program Service Revenue $0

Investment Income $0

Other Revenue $182,674

TOTAL REVENUE $242,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,447

Fundraising Expenses $0

Program Expenses $301,752

Other Expenses $263,376

TOTAL EXPENSES $311,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,021	$567,318	-0.6%
Expenses	$311,823	$579,014	-0.5%
Net Income	$-69,802	$-11,696	+5.0%

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

Employees

Volunteers

148

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

$4,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	5.00		$0	$0	$0
N/A	TRUSTEE	5.00		$0	$0	$0
N/A	TRUSTEE	5.00		$0	$0	$0
JESSICA BELL	EXALTED RULER	10.00	Officer	$0	$0	$0
VICTORIA KOTESKEY	SECRETARY	10.00	Officer	$2,400	$0	$2,400
MARY SOUTHWOOD	TREASURER	10.00	Officer	$1,800	$0	$1,800
JERRY WILLIS	LEADING KNIGHT	5.00	Officer	$0	$0	$0
DAVE KOTESKEY	LOYAL KNIGHT	5.00	Officer	$400	$0	$400
AL SOUTHWOOD	LECTURING 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
2024	$242,021	$311,823	$394,491	$-69,802
2023	$567,318	$579,014	$474,790	$-11,696
2022	$610,688	$593,181	$498,863	$17,507
2021	$415,447	$394,650	$487,794	$20,797
2020	$374,438	$334,132	$114,625	$40,306
2019	$293,203	$270,818	$74,138	$22,385

BPO ELKS LODGE 2856