BPOE AMES LODGE 1626 (EIN 420528311) - 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

1939

Legal Domicile

Principal Officer

KARLA KELLEY

Phone

5152326314

Tax Period

2024-04-01 to 2025-03-31

BPOE AMES LODGE 1626, founded in 1939, is a micro nonprofit that reported $66K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $79K exceeded revenue, resulting in a 21% operating deficit.

Mission

SERVE THE PEOPLE AND COMMUNITY THROUGH BENEVOLENT PROGRAMS

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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 $16,867

Program Service Revenue $0

Investment Income $2,030

Other Revenue $46,740

TOTAL REVENUE $65,637

Expense Breakdown

Grants Paid $1,181

Salaries & Benefits $29,632

Fundraising Expenses $0

Program Expenses $8,700

Other Expenses $48,330

TOTAL EXPENSES $79,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,637	$70,263	-0.1%
Expenses	$79,143	$81,741	0.0%
Net Income	$-13,506	$-11,478	+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

N/A

Employees

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

$5,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES K RYAN	SECRETARY	15.00	Officer	$2,520	$0	$5,040
KARLA KELLY	TRUSTEE	0.00	Director	$0	$0	$0
RICK SWANK	TRUSTEE	0.00	Director	$0	$0	$0
BRENT BULDHAUPT	TRUSTEE	0.00	Director	$0	$0	$0
DAVID LITCHFIELD	LEADING KNIGHT	0.00	Officer	$0	$0	$0
DAVID DELAGARDELLE	LOYAL KNIGHT	0.00	Officer	$0	$0	$0
CORY PAYSON	LECTURING KNIGHT	0.00	Officer	$0	$0	$0
GERALD D CABLE	TREASURER	0.00	Officer	$0	$0	$0
JON NEEDS	EXALTED RULER	0.00	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	$65,637	$79,143	$522,917	$-13,506
2024	$70,263	$81,741	$530,159	$-11,478
2023	$93,902	$89,967	$559,157	$3,935
2022	$89,284	$83,485	$559,171	$5,799
2021	$98,107	$85,407	$549,500	$12,700

BPOE AMES LODGE 1626