Freeport Elks Lodge 617 (EIN 361037115) - 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

1900

Legal Domicile

Principal Officer

Jody Perry

Phone

8152979508

Tax Period

2024-04-01 to 2025-03-31

Freeport Elks Lodge 617, founded in 1900, is a micro nonprofit that reported $46K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $41K left a modest 10% surplus.

Mission

Social organization to provide help to citizens

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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 $28,398

Program Service Revenue $0

Investment Income $1,033

Other Revenue $16,567

TOTAL REVENUE $45,998

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,743

Other Expenses $32,690

TOTAL EXPENSES $41,190

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,998	$41,243	+0.1%
Expenses	$41,190	$23,805	+0.7%
Net Income	$4,808	$17,438	-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

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	Role	Reportable Comp	Other Comp	Total
Julene Youmans	Trustee	Officer Director	$0	$0	$0
Jody Perry	Secretary	Officer	$0	$0	$0
Joshua Longamore	Treasurer	Officer	$0	$0	$0
Kelly Goulart	Exalted Ruler	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	$45,998	$41,190	$161,401	$4,808
2024	$41,243	$23,805	$160,331	$17,438
2023	$43,837	$38,089	$142,111	$5,748
2022	$35,323	$29,303	$137,932	$6,020
2021	$28,328	$24,433	$129,504	$3,895
2020	$30,337	$27,320	$126,749	$3,017
2019	$20,433	$28,005	$122,039	$-7,572

Freeport Elks Lodge 617