MOREHEAD CITY-BEAUFORT ELKS LODGE (EIN 560523224) - 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

1946

Legal Domicile

Phone

2527264472

Tax Period

2024-04-01 to 2025-03-31

MOREHEAD CITY-BEAUFORT ELKS LODGE, founded in 1946, is a micro nonprofit that reported $85K in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $115K exceeded revenue, resulting in a 36% operating deficit.

Mission

A FRATERNAL ORGANIZATION FOUNDED TO PROMOTE AND PRACTICE THE FOUR CARDINAL VIRTUES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO PROMOTE THE WELFARE AND ENCHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM AND CULTIVATE GOOD FELLOWSHIP.

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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 $29,861

Program Service Revenue $0

Investment Income $1,487

Other Revenue $53,327

TOTAL REVENUE $84,675

Expense Breakdown

Grants Paid $14,305

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $79,417

Other Expenses $97,457

TOTAL EXPENSES $114,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,675	$150,139	-0.4%
Expenses	$114,762	$164,687	-0.3%
Net Income	$-30,087	$-14,548	+1.1%

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

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
RON DELZER	SECRETARY	10.00	Officer	$0	$0	$0
FRANK SUTTON	Exalted Ruler	10.00	Officer	$0	$0	$0
ALICE MOURAVIEW	Treasurer	10.00	Officer	$0	$0	$0
RONNY GARNER	TRUSTEE	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	$84,675	$114,762	$536,597	$-30,087
2024	$150,139	$164,687	$560,129	$-14,548
2023	$97,469	$107,569	$574,808	$-10,100
2022	$86,752	$112,741	$584,909	$-25,989
2021	$108,948	$67,539	$611,226	$41,409
2020	$75,710	$110,018	$569,817	$-34,308
2019	$71,699	$95,730	$590,503	$-24,031

MOREHEAD CITY-BEAUFORT ELKS LODGE