BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1058 (EIN 370174405) - 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

1936

Legal Domicile

Principal Officer

LISA FRESE

Phone

6182525000

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1058, founded in 1936, is a small nonprofit that reported $121K in total revenue in fiscal year 2020. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $114K left a modest 6% surplus.

Mission

TO SERVE THE COMMUNITY AND OTHER CHARITABLE ORGANIZATIONS BY DONATING MONEY AND MEMBERS TIME

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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 $79,643

Program Service Revenue $0

Investment Income $959

Other Revenue $468,615

TOTAL REVENUE $549,217

Expense Breakdown

Grants Paid $49,505

Salaries & Benefits $125,870

Fundraising Expenses $0

Other Expenses $187,665

TOTAL EXPENSES $386,738

Year-over-Year Comparison

	2024	2023	Change
Revenue	$549,217	$577,563	0.0%
Expenses	$386,738	$316,795	+0.2%
Net Income	$162,479	$260,768	-0.4%

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

$6,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE ETIENNE	SECRETARY	10.00	Officer	$3,600	$0	$3,600
LISA FRESE	TREASURER	10.00	Officer	$3,000	$0	$3,000
JACK ARNOLD	TRUSTEE	N/A	Officer Director	$0	$0	$0
DARRIN BURROUGHS	LECTURING KN	N/A	Officer Director	$0	$0	$0
KATHY BUSH	LEADING KNIG	N/A	Officer Director	$0	$0	$0
JIM ETIENNE	EXALTED RULE	N/A	Officer Director	$0	$0	$0
KIRSTYNN ETIENNE	TRUSTEE	N/A	Director	$0	$0	$0
JAYDNN LAWRENCE	LOYAL KNIGHT	N/A	Officer Director	$0	$0	$0
LARRY QUINN	TRUSTEE	N/A	Director	$0	$0	$0
JEFF THOMPSON	TRUSTEE	N/A	Officer Director	$0	$0	$0
KEITH TRAVELSTEAD	TRUSTEE	N/A	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
2025	$549,217	$386,738	$1,179,924	$162,479
2024	$577,563	$316,795	$1,070,191	$260,768
2023	$294,166	$244,944	$947,805	$49,222
2022	$185,958	$171,160	$911,282	$14,798
2021	$120,574	$113,517	$910,768	$7,057

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1058