FLORENCE ELKS LODGE 314 (EIN 610166643) - 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

1904

Legal Domicile

Phone

8597463557

Tax Period

2024-04-01 to 2025-03-31

FLORENCE ELKS LODGE 314, founded in 1904, is a small nonprofit that reported $835K in total revenue in fiscal year 2024. Revenue surged 1100% from the prior year, signaling strong growth momentum. The organization ran a surplus of $658K, a strong 79% operating margin.

Mission

HOLD FUNCTIONS TO RAISE MONEY FOR COMMUNITY ACTIVITIES AND TO MAINTAIN THE FACILITY FOR OUR MEMBERS

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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 $37,847

Program Service Revenue $112,738

Investment Income $0

Other Revenue $683,946

TOTAL REVENUE $834,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $82,013

Fundraising Expenses $0

Program Expenses $104,259

Other Expenses $73,733

TOTAL EXPENSES $176,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$834,531	$69,562	+11.0%
Expenses	$176,813	$286,832	-0.4%
Net Income	$657,718	$-217,270	-4.0%

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

217

Independent Members

217

Employees

Volunteers

217

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
TONY MASON	1ST VP	2.00	Director	$0	$0	$0
PEGGY HANSEN	CHAMPLIN	2.00	Director	$0	$0	$0
BURT HANLIN JR	TRUSTEE	2.00	Director	$0	$0	$0
DON BAUER	TRUSTEE	2.00	Director	$0	$0	$0
JESSE SHIPP	SECERATARY	5.00	Officer	$0	$0	$0
JERRY LONG	PRESIDENT	2.00	Officer	$0	$0	$0
MIKE JAGGERS	TRUSTEE	2.00	Officer	$0	$0	$0
GLENNA LONG	2ND VP	2.00	Officer	$0	$0	$0
MARY KAY OHARA	TREASURER	4.00	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	$834,531	$176,813	$1,341,843	$657,718
2024	$509,205	$286,832	$990,934	$222,373
2023	$475,512	$248,887	$984,485	$226,625
2022	$320,124	$116,224	$628,736	$203,900
2021	$130,447	$130,447	$447,862	No data
2020	$243,248	$152,235	$423,082	$91,013
2020	$243,248	$152,235	$423,082	$91,013
2019	$112,058	$130,223	$361,866	$-18,165

FLORENCE ELKS LODGE 314