BENEVOLENT & PROTECTIVE ORDER OF ELKS MADISONVILLE LODGE NO 738 (EIN 610398025) - 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

1988

Legal Domicile

Principal Officer

SONDA BONE

Phone

2708213702

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS MADISONVILLE LODGE NO 738, founded in 1988, is a small nonprofit that reported $584K in total revenue in fiscal year 2024. Revenue surged 266% from the prior year, signaling strong growth momentum. The organization ran a surplus of $360K, a strong 62% operating margin.

Mission

THE ORGANIZATION'S PRIMARY MISSION IS TO FACILITATE A FRATERNAL ENVIRONMENT FOR ITS MEMBERS, AS WELL AS TO CONTRIBUTE TO THE BETTERMENT OF INDIVIDUALS AND THE COMMUNITY THROUGH CHARITABLE ACTIVITIES.

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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 $0

Program Service Revenue $76,028

Investment Income $165,916

Other Revenue $342,101

TOTAL REVENUE $584,045

Expense Breakdown

Grants Paid $43,017

Salaries & Benefits $78,601

Fundraising Expenses $0

Program Expenses $224,177

Other Expenses $102,559

TOTAL EXPENSES $224,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$584,045	$159,621	+2.7%
Expenses	$224,177	$183,580	+0.2%
Net Income	$359,868	$-23,959	-16.0%

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

Volunteers

105

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

$11,280

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER NICHOLS	SECRETARY	10.00	Officer	$4,800	$0	$4,800
BARBARA DUVALL	TREASURER	20.00	Officer	$3,240	$0	$3,240
LAYNE SMITH	TREASURER	20.00	Officer	$3,240	$0	$3,240
MIKE LEWIS	TRUSTEE	2.00	Director	$0	$0	$0
RANDY ORTEN	TRUSTEE	2.00	Director	$0	$0	$0
ERIK STOKES	TRUSTEE	2.00	Director	$0	$0	$0
TERRI FLETCHER	LOYAL KNIGHT	2.00	Director	$0	$0	$0
TERSEA SISK	LECTURING KNIGH	2.00	Director	$0	$0	$0
JAMES BONE	TRUSTEE	2.00	Director	$0	$0	$0
LEROY PHELPS	TRUSTEE	2.00	Director	$0	$0	$0
SONDA BONE	EXALTED RULER	18.00	Officer	$0	$0	$0
KAYTLEN DAME	LEADING KNIGHT	2.00	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	$584,045	$224,177	$616,094	$359,868
2024	$159,621	$183,580	$243,526	$-23,959
2023	$173,397	$156,949	$243,120	$16,448
2022	$139,751	$135,304	$240,720	$4,447
2021	$93,795	$111,396	$238,523	$-17,601
2020	$142,143	$161,792	$207,854	$-19,649

BENEVOLENT & PROTECTIVE ORDER OF ELKS MADISONVILLE LODGE NO 738