LAFAYETTE ELKS LODGE #2018 (EIN 580916269) - 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

1960

Legal Domicile

Principal Officer

Gene Holmes

Phone

7066383591

Tax Period

2024-04-01 to 2025-03-31

LAFAYETTE ELKS LODGE #2018, founded in 1960, is a small nonprofit that reported $111K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $594K represent 64 months of operating reserves.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, AND FIDELITY; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN 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 $18,879

Program Service Revenue $0

Investment Income $4,756

Other Revenue $87,183

TOTAL REVENUE $110,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $705

Other Expenses $112,924

TOTAL EXPENSES $112,924

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,818	$94,214	+0.2%
Expenses	$112,924	$50,315	+1.2%
Net Income	$-2,106	$43,899	-1.0%

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
GENE HOLMES	EXALTED RULER	20.00	Officer	$0	$0	$0
KELLY PENLAND	LEADING KNIGHT	1.00	Officer	$0	$0	$0
VICKIE MCGAHA	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
BLAKLEY SMESNEY	LECTURING KNIGHT	1.00	Officer	$0	$0	$0
DENNIS BARFIELD	TRUSTEE	1.00	Director	$0	$0	$0
DAVID SMITH	TRUSTEE	1.00	Director	$0	$0	$0
RANDALL WALKER	TRUSTEE	1.00	Director	$0	$0	$0
RICK WITT	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PENDERGRASS	TRUSTEE	1.00	Director	$0	$0	$0
JENNY WILLIAMS	SECRETARY	1.00	Officer	$0	$0	$0
DARLENE WATKINS	TREASURER	1.00	Officer	$0	$0	$0
TERESA WITT	CHAPLAIN	0.00	Officer	$0	$0	$0
ALFRED JONES	INNER GUARD	1.00	Officer	$0	$0	$0
MAX CORBIN	TILER	1.00	Officer	$0	$0	$0
JASON DILBECK	ESQUIRE	1.00	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	$110,818	$112,924	$598,442	$-2,106
2024	$94,214	$50,315	$602,939	$43,899
2023	$76,383	$80,698	$559,050	$-4,315
2022	$93,262	$95,899	$529,172	$-2,637
2021	$118,728	$106,727	$503,885	$12,001

LAFAYETTE ELKS LODGE #2018