POTOSI ELKS LODGE 2218 (EIN 455304092) - 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

2012

Legal Domicile

Phone

5734389002

Tax Period

2024-04-01 to 2025-03-31

POTOSI ELKS LODGE 2218, founded in 2012, is a micro nonprofit in the Human Services sector that reported $100K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

THE CHARITY PROVIDES COATS, OTHER CLOTHING AND FOOD TO NEEDY CHILDREN.

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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 $95,744

Program Service Revenue $0

Investment Income $4,222

Other Revenue $0

TOTAL REVENUE $99,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,115

Other Expenses $83,741

TOTAL EXPENSES $83,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,966	$81,876	+0.2%
Expenses	$83,741	$81,247	+0.0%
Net Income	$16,225	$629	+24.8%

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

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
RANDY EATON	PRESIDENT	10.00	Director	$0	$0	$0
DAVE DEGONIA	DIRECTOR	10.00	Director	$0	$0	$0
SCOTT MARLER	SECRETARY	20.00	Officer	$0	$0	$0
TOM WORTHEN	TREASURER	20.00	Officer	$0	$0	$0
KRIS RICHARDS	EXALTED RULER	20.00	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	$99,966	$83,741	$187,784	$16,225
2024	$81,876	$81,247	$171,559	$629
2023	$81,136	$77,091	$170,930	$4,045
2022	$78,904	$60,624	$166,885	$18,280
2021	$74,176	$47,120	$147,337	$27,056
2020	$68,578	$60,017	$120,351	$8,561
2019	$79,882	$61,790	$111,790	$18,092

POTOSI ELKS LODGE 2218