Willoughby-Cleveland BPOE Elks (EIN 550823402) - 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

2003

Legal Domicile

Phone

4406671625

Tax Period

2024-04-01 to 2025-03-31

Willoughby-Cleveland BPOE Elks, founded in 2003, is a small nonprofit that reported $126K in total revenue in fiscal year 2024. The organization ran a surplus of $22K, a strong 17% operating margin.

Mission

All activities are conducted to support the main purpose of the Willoughby-Cleveland Lodge #18. This purpose includes college scholarship community service, veteran support and charitable activities such as Cerebral Palsay, National Foundation and others.

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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 $19,430

Program Service Revenue $36,210

Investment Income $1,016

Other Revenue $68,911

TOTAL REVENUE $125,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,422

Fundraising Expenses $0

Program Expenses $103,834

Other Expenses $80,412

TOTAL EXPENSES $103,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,567	N/A	N/A
Expenses	$103,834	N/A	N/A
Net Income	$21,733	N/A	N/A

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

265

Independent Members

265

Employees

N/A

Volunteers

280

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

$3,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lawrence DiDonato	Secretary	10.00	Officer	$2,400	$0	$2,400
Jon Felice	Treasurer	10.00	Officer	$1,200	$0	$1,200
Michelle Zayakoski	Exalted Ruler	10.00	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	$125,567	$103,834	$158,843	$21,733
2023	$143,820	$141,722	$121,203	$2,098
2022	$101,500	$107,359	$118,047	$-5,859
2021	$81,436	$89,429	$93,182	$-7,993
2020	$125,804	$109,356	$105,210	$16,448
2019	$142,072	$137,702	$85,095	$4,370

Willoughby-Cleveland BPOE Elks