BENEVOLENT & PROTECTIVE ORDER OF ELKS WINTER GARDEN LODGE 2165 (EIN 596072251) - 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

LESLIE FREEMAN

Phone

4076562165

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS WINTER GARDEN LODGE 2165, founded in 1960, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

TO PROMOTE AND PRACTICE THE FOUR CARDINAL VIRTUES 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 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 $12,503

Program Service Revenue $75,971

Investment Income $14,970

Other Revenue $45,712

TOTAL REVENUE $149,156

Expense Breakdown

Grants Paid $44,404

Salaries & Benefits $11,702

Fundraising Expenses $0

Program Expenses $98,164

Other Expenses $92,095

TOTAL EXPENSES $148,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,156	$178,117	-0.2%
Expenses	$148,201	$180,297	-0.2%
Net Income	$955	$-2,180	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONNIE BRADSHAW	EXALTED RULE	15.00	Officer	$0	$0	$0
GREG BARBERIO	LEADING KNIG	10.00	Officer	$0	$0	$0
BRAD MOORE	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
JASON ZIMMERMAN	LECTURING KN	10.00	Officer	$0	$0	$0
LESLIE FREEMAN	SECRETARY	15.00	Officer	$0	$0	$0
ELIZABETH MUNTZ	TREASURER	15.00	Officer	$0	$0	$0
BOB SZOLLOSY	ESQUIRE	5.00	Officer	$0	$0	$0
ERIN PAGLIUCA	TILER	15.00	Officer	$0	$0	$0
JOSEPH BATES	CHAPLAIN	6.00	Officer	$0	$0	$0
PAM HARPER	INNER GUARD	10.00	Officer	$0	$0	$0
FRANK SEVERANCE	1 YEAR TRUST	7.00	Officer	$0	$0	$0
CURT MHYRE	2 YEAR TRUST	6.00	Officer	$0	$0	$0
RICK WOLFE	3 YEAR TRUST	10.00	Officer	$0	$0	$0
JOE FENNESSY	4 YEAR TRUST	6.00	Officer	$0	$0	$0
CAROLYN ROBBINS	5 YEAR TRUST	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	$149,156	$148,201	$337,156	$955
2024	$178,117	$180,297	$333,382	$-2,180
2023	$148,723	$157,618	$329,310	$-8,895
2022	$212,707	$130,659	$334,658	$82,048
2021	$83,297	$80,175	$251,825	$3,122
2020	$86,888	$95,716	$243,136	$-8,828

BENEVOLENT & PROTECTIVE ORDER OF ELKS WINTER GARDEN LODGE 2165