Cedar Rapids Lodge 251 Benevolent Protective Order of Elks (EIN 420136020) - 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

1951

Legal Domicile

Principal Officer

Roy Schulze

Phone

3193108574

Tax Period

2023-04-01 to 2024-03-31

Cedar Rapids Lodge 251 Benevolent Protective Order of Elks, founded in 1951, is a small nonprofit that reported $115K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. Expenses of $129K exceeded revenue, resulting in a 11% operating deficit.

Mission

Promote Fraternal Brotherhood, Provide Rewarding Programs for Children, Provide items for Indigent and Veteran Organizations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $25,549

Program Service Revenue $0

Investment Income $11

Other Revenue $89,892

TOTAL REVENUE $115,452

Expense Breakdown

Grants Paid $10,600

Salaries & Benefits $43,780

Fundraising Expenses $0

Other Expenses $74,272

TOTAL EXPENSES $128,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,452	$65,202	+0.8%
Expenses	$128,652	$99,229	+0.3%
Net Income	$-13,200	$-34,027	-0.6%

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

N/A

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
Jeanne Vogt	Trustee	5.00	Director	$0	$0	$0
Lonnie McDonald	Trustee	5.00	Director	$0	$0	$0
Randy Fiedler	Trustee	5.00	Director	$0	$0	$0
Roy Schulze	Exalted Ruler	5.00	Officer	$0	$0	$0
Timothy Wendell	Loyal Knight	5.00	Officer	$0	$0	$0
Richard Hartgrave	Leading Knight	5.00	Officer	$0	$0	$0
Judie Walton	Lecturing Knight	5.00	Officer	$0	$0	$0
Diana Tellier	Secretary	5.00	Officer	$0	$0	$0
Maggie Schulze-Wendel	Event Coordinator	5.00	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
2024	$115,452	$128,652	$138,955	$-13,200
2023	$65,202	$99,229	$147,609	$-34,027
2022	$102,298	$123,964	$151,825	$-21,666
2021	$64,689	$71,479	$170,483	$-6,790
2020	$94,631	$112,883	$159,791	$-18,252

Cedar Rapids Lodge 251 Benevolent Protective Order of Elks