ROANOKE LODGE 197 BPO ELKS (EIN 540138694) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1925

Legal Domicile

Principal Officer

TESS BLYTHN

Phone

5403446140

Tax Period

2024-04-01 to 2025-03-31

ROANOKE LODGE 197 BPO ELKS, founded in 1925, is a small nonprofit that reported $423K in total revenue in fiscal year 2020. Revenue decreased 12% compared to the prior year.

Mission

THE ROANOKE LODGE NO. 197 B.P.O. ELKS IS A NONPROFIT ORGANIZATION WHOSE EXEMPT PURPOSES ARE CHARITABLE AND FRATERNAL

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $261,840

Program Service Revenue $203,855

Investment Income $703

Other Revenue $571,207

TOTAL REVENUE $1,037,605

Expense Breakdown

Grants Paid $126,851

Salaries & Benefits $337,682

Fundraising Expenses $0

Program Expenses $734,730

Other Expenses $430,519

TOTAL EXPENSES $895,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,037,605	$842,236	+0.2%
Expenses	$895,052	$741,726	+0.2%
Net Income	$142,553	$100,510	+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

Employees

Volunteers

550

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKY HALFERTY	SECRETARY	25.0	Officer Director	$12,000	$0	$12,000
REBECCA KISER	TREASURER	3.0	Officer Director	$3,000	$0	$3,000
TESS POFF BLETHYN	PRESIDENT	3.0	Officer Director	$0	$0	$0
MATTHEW WYNN	BOARD CHAIRMAN	3.0	Director	$0	$0	$0
TERESA STULL	DIRECTOR	3.0	Director	$0	$0	$0
MATTHEW WEBB	DIRECTOR	3.0	Director	$0	$0	$0
DONNA MOORE	DIRECTOR	3.0	Director	$0	$0	$0
JIM BATEY	DIRECTOR	3.0	Director	$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	$1,037,605	$895,052	$1,078,551	$142,553
2024	$842,236	$741,726	$915,580	$100,510
2023	$756,821	$704,870	$813,052	$51,951
2022	$763,702	$632,057	$762,122	$131,645
2021	$422,583	$429,139	$647,098	$-6,556

ROANOKE LODGE 197 BPO ELKS