FORT WAYNE LODGE NO 155 BPO ELKS (EIN 350173332) - 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

1964

Legal Domicile

Principal Officer

JOSEPH LYON

Phone

2607552788

Tax Period

2024-04-01 to 2025-03-31

FORT WAYNE LODGE NO 155 BPO ELKS, founded in 1964, is a small nonprofit that reported $555K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $153K, a strong 28% operating margin.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF THE ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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 $460,389

Program Service Revenue $106,855

Investment Income $-12,001

Other Revenue $0

TOTAL REVENUE $555,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,272

Fundraising Expenses $0

Other Expenses $345,004

TOTAL EXPENSES $402,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,243	$1,164,378	-0.5%
Expenses	$402,276	$718,481	-0.4%
Net Income	$152,967	$445,897	-0.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS CHRISTLIEB	EST LEADING	N/A	Officer	$0	$0	$0
JOSEPH COUGHLIN	EST LECTURIN	N/A	Officer	$0	$0	$0
GREGORY SULT JR	EST LOYAL KN	N/A	Officer	$0	$0	$0
JOSEPH LYON	EXALTED RULE	N/A	Officer	$0	$0	$0
CAROLYN MCKINNEY	TREASURER	N/A	Officer	$0	$0	$0
DOUGLAS MCKINNEY	SECRETARY	N/A	Officer	$0	$0	$0
JASON MOZZONE	TRUSTEE CHAI	N/A	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	$555,243	$402,276	$307,000	$152,967
2024	$1,164,378	$718,481	$250,632	$445,897
2023	$971,544	$735,199	$191,662	$236,345

FORT WAYNE LODGE NO 155 BPO ELKS