BPO ELKS LODGE 1016 (EIN 370447921) - 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

1906

Legal Domicile

Principal Officer

MICHAEL PORTER

Phone

2173423636

Tax Period

2024-04-01 to 2025-03-31

BPO ELKS LODGE 1016, founded in 1906, is a small nonprofit that reported $206K in total revenue in fiscal year 2018. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $181K left a modest 12% surplus.

Mission

To inculcate the principles of charity, justice, brotherly love, and fidelity to recognize 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

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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 $39,848

Program Service Revenue $0

Investment Income $4,166

Other Revenue $152,685

TOTAL REVENUE $196,699

Expense Breakdown

Grants Paid $31,902

Salaries & Benefits $3,000

Fundraising Expenses $82,683

Program Expenses $129,501

Other Expenses $180,282

TOTAL EXPENSES $215,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,699	$185,756	+0.1%
Expenses	$215,184	$207,621	+0.0%
Net Income	$-18,485	$-21,865	-0.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANNER THOELE	TRUSTEE	001.00	Director	$0	$0	$0
GARY MEYERS	TRUSTEE	001.00	Director	$0	$0	$0
MATT DAUME	TRUSTEE	001.00	Director	$0	$0	$0
DUSTIN JANSEN	TRUSTEE	001.00	Director	$0	$0	$0
JACOB COWGER	TRUSTEE	001.00	Director	$0	$0	$0
SCOTT OVERBECK	EXALTED RULER	001.00	Officer	$0	$0	$0
MIKE ESKER	LEADING KNIGHT	001.00	Officer	$0	$0	$0
DAVID DOW	LOYAL KNIGHT	001.00	Officer	$0	$0	$0
JOSH DUST	LECTURING KNIGHT	001.00	Officer	$0	$0	$0
MICHAEL PORTER	SECRETARY	020.00	Officer	$0	$0	$0
DAVID CAMPBELL	TREASURER	001.00	Officer	$0	$0	$0
KEVIN HARDER	ESQUIRE	001.00	Officer	$0	$0	$0
MATT DAMMERMAN	TILER	001.00	Officer	$0	$0	$0
TOM ZACHA	CHAPLAIN	001.00	Officer	$0	$0	$0
GORDEN COWGER	INNER GUARD	001.00	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
2025	$196,699	$215,184	$447,350	$-18,485
2024	$185,756	$207,621	$469,395	$-21,865
2023	$180,980	$202,793	$497,311	$-21,813
2022	$170,998	$165,883	$526,043	$5,115
2021	$141,741	$125,571	$519,978	$16,170
2020	$165,796	$177,261	$498,940	$-11,465
2019	$206,228	$181,020	$510,257	$25,208

BPO ELKS LODGE 1016