DULUTH ELKS LODGE 133 (EIN 410145820) - 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

Phone

2187270111

Tax Period

2024-04-01 to 2025-03-31

DULUTH ELKS LODGE 133, founded in 1900, is a micro nonprofit that reported $40K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $48K exceeded revenue, resulting in a 21% operating deficit.

Mission

LODGE THAT OFFERS A SAFE CONGENIAL PLACE FOR FAMILIES AND FRIENDS TO SOCIALIZE AND FRATERNIZE

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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 $20,259

Program Service Revenue $0

Investment Income $610

Other Revenue $19,073

TOTAL REVENUE $39,942

Expense Breakdown

Grants Paid $4,232

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,033

Other Expenses $43,957

TOTAL EXPENSES $48,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,942	$53,291	-0.3%
Expenses	$48,189	$44,328	+0.1%
Net Income	$-8,247	$8,963	-1.9%

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

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
ROB KOLTZOW	LEADING KNIGHT	2.00	Director	$0	$0	$0
FLORANN NYQUIST	LOYAL KNIGHT	2.00	Director	$0	$0	$0
LUKE SYDOW	LECTURING KNIGHT	2.00	Director	$0	$0	$0
JEROD LAVIGNE	INNER GUARD	2.00	Director	$0	$0	$0
SANDY LEESON	SECRETARY	5.00	Officer Director	$0	$0	$0
CINDY LAWRENCE	EXALTED RULER	8.00	Officer Director	$0	$0	$0
DAVE MARTIN	TREASURER	8.00	Director	$0	$0	$0
DICK OLETTE	TRUSTEE	2.00	Director	$0	$0	$0
NANCY UDOVICH	TRUSTEE	2.00	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
2025	$39,942	$48,189	$1,279,804	$-8,247
2024	$53,291	$44,328	$1,287,035	$8,963
2023	$43,623	$40,935	$898,373	$2,688
2022	$41,803	$32,161	$967,373	$9,642
2021	$44,417	$33,679	$899,227	$10,738
2020	$40,494	$33,374	$555,309	$7,120
2020	$40,494	$33,374	$555,307	$7,120
2019	$60,137	$39,288	$595,325	$20,849

DULUTH ELKS LODGE 133