BPO ELKS USA PLANT CITY LODGE 1727 (EIN 590671725) - 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

1987

Legal Domicile

Principal Officer

RONALD JOHNS

Phone

8136588330

Tax Period

2024-04-01 to 2025-03-31

BPO ELKS USA PLANT CITY LODGE 1727, founded in 1987, is a small nonprofit that reported $198K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY. TO CONTINUE CHARITABLE AND BENEVOLENT ACTIVITIES WHILE PROMOTING SOLIDARITY, CAMARADERIE AND FELLOWSHIP OF MEMBERS. TO SERVE OUR COMMUNITY THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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 $54,699

Program Service Revenue $75,348

Investment Income $8

Other Revenue $67,893

TOTAL REVENUE $197,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,887

Fundraising Expenses $0

Program Expenses $114,945

Other Expenses $165,797

TOTAL EXPENSES $194,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,948	$249,325	-0.2%
Expenses	$194,684	$222,893	-0.1%
Net Income	$3,264	$26,432	-0.9%

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

$10,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GAIL LYONS	SECRETARY	5.00	Officer	$5,400	$0	$5,400
MARTIN WISGERHOF	TREASURER	6.00	Officer	$4,950	$0	$4,950
BARBARA BENNETT	FORMER TREAS	5.00	Officer	$450	$0	$450
DAVID BREWINGTON	FORMER TRUST	1.00	Director	$0	$0	$0
KENNY GOODWEIN	TRUSTEE	1.00	Director	$0	$0	$0
RONALD JOHNS	EXALTED RULE	1.00	Officer Director	$0	$0	$0
FRANK LABARBERA	FORMER TRUST	1.00	Director	$0	$0	$0
TJ LOPEZ	FORMER TRUST	1.00	Director	$0	$0	$0
TOM LUDWICK	FORMER TRUST	1.00	Director	$0	$0	$0
JD MARTIN	FORMER TRUST	1.00	Director	$0	$0	$0
BILL MITCHELL	FORMER LOYAL	1.00	Officer Director	$0	$0	$0
JOHN BULLARD	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
GEORGE DOMEDION	FORMER LEADI	1.00	Officer	$0	$0	$0
REBECCA SPEAR	LECTURING KN	1.00	Officer	$0	$0	$0
ED WISE	LEADING KNIG	1.00	Officer	$0	$0	$0
JUDY WISE	FORMER EXALT	5.00	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	$197,948	$194,684	$405,425	$3,264
2024	$249,325	$222,893	$394,183	$26,432
2023	$176,420	$217,561	$374,196	$-41,141
2022	$253,073	$232,671	$409,422	$20,402
2021	$157,446	$178,568	$386,118	$-21,122
2020	$202,629	$214,636	$401,878	$-12,007
2019	$221,720	$216,001	$414,640	$5,719

BPO ELKS USA PLANT CITY LODGE 1727