BENEVOLENT AND PROTECTIVE ORDER OF THE ELKS VALPARAISO IN LODGE 500 (EIN 350312156) - 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

1910

Principal Officer

PATRICIA LEMBCKE

Tax Period

2021-04-01 to 2022-03-31

BENEVOLENT AND PROTECTIVE ORDER OF THE ELKS VALPARAISO IN LODGE 500, founded in 1910, is a small nonprofit that reported $200K in total revenue in fiscal year 2021. Revenue surged 27% from the prior year, signaling strong growth momentum. Net assets of $418K represent 25 months of operating reserves.

Mission

TO INCULCATE THE PRINCIPALS OF CHARITY AND JUSTICE, WHILE SERVING PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, OPERATING UNDER THE LODGE SYSTEM.

🔒

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 (2021)

Revenue Breakdown

Contributions & Grants $49,689

Program Service Revenue $109,263

Investment Income $1,488

Other Revenue $39,309

TOTAL REVENUE $199,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,464

Fundraising Expenses $0

Other Expenses $170,946

TOTAL EXPENSES $212,410

Year-over-Year Comparison

	2021	2020	Change
Revenue	$199,749	$157,204	+0.3%
Expenses	$212,410	$151,330	+0.4%
Net Income	$-12,661	$5,874	-3.2%

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

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
ELLEN RICE	ER	40.00	Officer Director	$0	$0	$0
PATRICIA LEMBCKE	TREASURER	40.00	Officer Director	$0	$0	$0
JEREMY TREBIL	SECRETARY	40.00	Officer Director	$0	$0	$0
DON LIGHTFOOT	LOYAL KNIGHT	20.00	Officer Director	$0	$0	$0
JASON MATENY	LECTURING KN	20.00	Officer Director	$0	$0	$0
MATT NAILLUEX	LEADING KNIG	20.00	Officer Director	$0	$0	$0
JEFF WILLIAMS	TRUSTEE	40.00	Director	$0	$0	$0
GARY HATERODE	TRUSTEE	40.00	Director	$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
2022	$199,749	$212,410	$430,302	$-12,661
2020	$106,875	$108,377	$454,570	$-1,502
2019	$140,579	$138,799	$464,207	$1,780

BENEVOLENT AND PROTECTIVE ORDER OF THE ELKS VALPARAISO IN LODGE 500