PLATTEVILLE ELKS LODGE 1460 LTD (EIN 391644531) - 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

1926

Legal Domicile

Principal Officer

JULIE DURST

Tax Period

2020-04-01 to 2021-03-31

PLATTEVILLE ELKS LODGE 1460 LTD, founded in 1926, is a small nonprofit that reported $187K in total revenue in fiscal year 2020. The organization ran a surplus of $158K, a strong 84% 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 AND TO CULTIVATE GOOD FELLOWSHIP

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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 (2020)

Revenue Breakdown

Contributions & Grants $22,882

Program Service Revenue $0

Investment Income $162,359

Other Revenue $2,161

TOTAL REVENUE $187,402

Expense Breakdown

Grants Paid $12,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,806

Other Expenses $17,041

TOTAL EXPENSES $29,416

Year-over-Year Comparison

	2020	2019	Change
Revenue	$187,402	N/A	N/A
Expenses	$29,416	N/A	N/A
Net Income	$157,986	N/A	N/A

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

N/A

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
TIM BOLDT	TRUSTEE	0.00	Director	$0	$0	$0
TOM OSTERHOLZ	TRUSTEE	10.00	Director	$0	$0	$0
KATHY GILLEN	TRUSTEE	0.00	Director	$0	$0	$0
DARREL TIMMERMAN	TRUSTEE	0.00	Director	$0	$0	$0
VICKI FLYNN	TREASURER	10.00	Officer	$0	$0	$0
SUE VAVRICKA	SECRETARY	10.00	Officer	$0	$0	$0
TERRENCE CUSHMAN	LEADING KNIGHT	10.00	Officer	$0	$0	$0
JULIE DURST	EXHALTED RULER	10.00	Officer	$0	$0	$0
MICHAEL RILEY	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
PAUL REESE	LECTURING KNIGHT	10.00	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
2021	$187,402	$29,416	$227,285	$157,986

PLATTEVILLE ELKS LODGE 1460 LTD