Ohio River Vallley Lodge No 231 BPO Elks of the USA (EIN 341314445) - 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

1904

Legal Domicile

Principal Officer

JOHN BURKETTE

Phone

7406332059

Tax Period

2023-04-01 to 2024-03-31

Ohio River Vallley Lodge No 231 BPO Elks of the USA, founded in 1904, is a small nonprofit that reported $101K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 36% operating margin.

Mission

Charitable assistance in the community and fraternal association

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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 (2023)

Revenue Breakdown

Contributions & Grants $80,712

Program Service Revenue $0

Investment Income $11

Other Revenue $19,786

TOTAL REVENUE $100,509

Expense Breakdown

Grants Paid $17,687

Salaries & Benefits $1,802

Fundraising Expenses $0

Program Expenses $14,500

Other Expenses $44,610

TOTAL EXPENSES $64,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,509	$48,613	+1.1%
Expenses	$64,099	$52,551	+0.2%
Net Income	$36,410	$-3,938	-10.2%

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

256

Independent Members

N/A

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

$1,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY DURANT	Secretary	10.00	Officer	$1,800	$0	$1,800
ANTHONY MATYJA	Trustee	10.00	Director	$0	$0	$0
MARY NICHELSON	Treasurer	N/A	Officer	$0	$0	$0
JOHN BURKETTE	Exalted Ruler	10.00	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	$100,509	$64,099	$79,713	$36,410
2023	$108,613	$52,541	$77,289	$56,072
2020	$62,268	$63,354	No data	$-1,086

Ohio River Vallley Lodge No 231 BPO Elks of the USA