ALBUQUERQUE NAVAJO LODGE 863 IBPOE OF W (EIN 510209794) - 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

1961

Legal Domicile

Principal Officer

Jerry Jacobs

Phone

5054498776

Tax Period

2021-12-01 to 2022-11-30

ALBUQUERQUE NAVAJO LODGE 863 IBPOE OF W, founded in 1961, is a micro nonprofit that reported $35K in total revenue in fiscal year 2021. Revenue surged 115% from the prior year, signaling strong growth momentum. Expenses of $50K exceeded revenue, resulting in a 45% operating deficit.

Mission

The mission of Navajo Elks Lodge # 863 is the welfare and happiness of it's members be promoted; that nobleness of the soul and goodness of the heart be cultivated. Ensure the principle of charity, justice, brotherly love, patriotism be enlivened and exalted. Help all within our means and methods to assist in having a better life.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $34,767

TOTAL REVENUE $34,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $703

Other Expenses $50,473

TOTAL EXPENSES $50,473

Year-over-Year Comparison

	2021	2020	Change
Revenue	$34,767	$16,187	+1.1%
Expenses	$50,473	$27,563	+0.8%
Net Income	$-15,706	$-11,376	+0.4%

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
Morris Akin	Trustee	5	Officer	$0	$0	$0
Erick Richardson	House Chairman	2	Officer	$0	$0	$0
Jerry Jacob	Exalted Ruler	20	Officer	$0	$0	$0
Jordan Washigton	Member	22	Officer	$0	$0	$0
Eddie Bell	Chairman Board of Trustees	1	Officer	$0	$0	$0
Charlie White	Member	20	Officer	$0	$0	$0
Harry Kane	Recording Secretary	10	Officer	$0	$0	$0
Barry Kurt Watson	Member	15	Key Emp	$0	$0	$0
Johnny Goodwin	Member, Assistant House Chairman	25	Key Emp	$0	$0	$0
Clifford Speakman	Treasurer	2		$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
2022	$34,767	$50,473	$34,767	$-15,706
2021	$16,187	$27,563	$33,960	$-11,376
2020	$9,627	$25,164	$30,142	$-15,537
2019	$30,440	$53,028	$45,679	$-22,588
2018	$25,845	$42,393	$61,000	$-16,548

ALBUQUERQUE NAVAJO LODGE 863 IBPOE OF W