Frederick Lodge 684 BPO Elks of USA Inc (EIN 521861934) - 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

1994

Legal Domicile

Principal Officer

Karen McNitt

Phone

3016398829

Tax Period

2024-04-01 to 2025-03-31

Frederick Lodge 684 BPO Elks of USA Inc, founded in 1994, is a small nonprofit that reported $241K in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. Expenses of $309K exceeded revenue, resulting in a 28% operating deficit.

Mission

ORGANIZATION EXISTS TO INCULCATE WITH ITS MEMBERS, PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE & FIDELITY, TO PROMOTE THE WELFARE OF ITS MEMBERS AND TO ENCOURAGE PATRIOTISM

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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 $166,234

Program Service Revenue $0

Investment Income $8

Other Revenue $74,634

TOTAL REVENUE $240,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,476

Fundraising Expenses $9,104

Other Expenses $292,797

TOTAL EXPENSES $309,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,876	$114,811	+1.1%
Expenses	$309,273	$355,666	-0.1%
Net Income	$-68,397	$-240,855	-0.7%

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

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

$16,476

Total Directors

$16,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JDENNIS HELMSTETTER	PRESIDENT	10.00	Officer Director	$0	$0	$0
DAKOTA MUIR	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
VICKY GEORGE	SECRETARY	10.00	Officer Director	$0	$10,709	$10,709
KAREN MCNITT	TREASURER	15.00	Officer Director	$0	$5,767	$5,767

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	$240,876	$309,273	$133,142	$-68,397
2024	$114,811	$355,666	$169,218	$-240,855
2023	$365,106	$518,808	$229,460	$-153,702
2022	$443,012	$393,834	$236,450	$49,178
2021	$332,770	$410,837	$187,224	$-78,067
2019	$586,000	$588,064	$225,456	$-2,064

Frederick Lodge 684 BPO Elks of USA Inc