BPOE Elks Palmetto Lodge 2449 (EIN 591173928) - 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

1970

Legal Domicile

Principal Officer

William Britt

Phone

9417226937

Tax Period

2024-04-01 to 2025-03-31

BPOE Elks Palmetto Lodge 2449, founded in 1970, is a small nonprofit in the Mutual Benefit sector that reported $179K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $157K left a modest 12% surplus.

Mission

Provide services, activities and funds to U.S. veterans, children and the local community

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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 $27,136

Program Service Revenue $0

Investment Income $0

Other Revenue $152,036

TOTAL REVENUE $179,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,570

Fundraising Expenses $0

Other Expenses $106,481

TOTAL EXPENSES $157,051

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,172	$137,282	+0.3%
Expenses	$157,051	$106,827	+0.5%
Net Income	$22,121	$30,455	-0.3%

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

$9,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Estrellita Moore	Treasurer	20.00	Officer	$5,616	$0	$5,616
Helen Sexton	Secretary	20.00	Officer	$3,592	$0	$3,592
William Britt Exalted Ruler	Executive Dir.	20.00	Director	$0	$0	$0
Scott McComas Leading Knight	Director	10.00	Director	$0	$0	$0
Edie Fauland Loyal Knight	Director	10.00	Director	$0	$0	$0
Heather Gowarty	Trustee	10.00	Director	$0	$0	$0
Pamela Frysinger	Trustee	10.00	Director	$0	$0	$0
Trina Wayman	Trustee	0.00	Director	$0	$0	$0
Curtis Mahoney	Trustee	0.00	Director	$0	$0	$0
Linda Beck Lecturing Knight	Director	0.00	Officer	$0	$0	$0
Marvin Fisher	Trustee	0.00	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
2026	No data	No data	No data	No data
2025	$179,172	$157,051	$387,769	$22,121
2024	$137,282	$106,827	$410,504	$30,455
2023	$137,552	$167,122	$386,027	$-29,570
2022	$174,442	$138,975	$398,835	$35,467
2021	$84,240	$62,786	$367,439	$21,454
2020	$142,705	$110,301	$356,629	$32,404
2019	$79,108	$88,588	$314,175	$-9,480

BPOE Elks Palmetto Lodge 2449