Monticello Lodge No 1544 of the Benevolent & Protective order of Elks of (EIN 611757250) - 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

Phone

8457941544

Tax Period

2024-04-01 to 2025-03-31

Monticello Lodge No 1544 of the Benevolent & Protective order of Elks of, founded in 1960, is a small nonprofit that reported $143K in total revenue in fiscal year 2024. The organization ran a surplus of $23K, a strong 16% operating margin.

Mission

Fraternal Organization

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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 $48,186

Program Service Revenue $0

Investment Income $661

Other Revenue $93,938

TOTAL REVENUE $142,785

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,800

Fundraising Expenses $0

Program Expenses $22,689

Other Expenses $117,049

TOTAL EXPENSES $119,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,785	$132,511	+0.1%
Expenses	$119,849	$127,228	-0.1%
Net Income	$22,936	$5,283	+3.3%

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

$2,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ronalda Scanell	Secretary	1.00	Officer	$1,600	$0	$1,600
Sue Mapledoram	Treasurer	1.00	Officer	$1,200	$0	$1,200
Michael Brennan	Trustee	0.00	Director	$0	$0	$0
Jennifer Peterson	Trustee	0.00	Director	$0	$0	$0
James Sheerer	Trustee	0.00	Director	$0	$0	$0
Brian Johnson	Trustee	0.00	Director	$0	$0	$0
Brian Bock	Trustee	0.00	Director	$0	$0	$0
Ryan Walker	Esquire	0.00	Officer	$0	$0	$0
James Gerrard II	Exalted Ruler	0.00	Officer	$0	$0	$0
Robert Linzer	Chaplain	0.00	Officer	$0	$0	$0
Elisabeth Bringle	Leading Knight	0.00	Officer	$0	$0	$0
Julie Brennan	Lecturin Knight	0.00	Officer	$0	$0	$0
David Welsch	Loyal Knight	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
2025	$142,785	$119,849	$217,086	$22,936
2024	$132,511	$127,228	$193,519	$5,283
2023	$115,564	$118,021	$182,319	$-2,457
2022	$86,283	$88,139	$180,812	$-1,856
2021	$57,325	$77,441	$179,432	$-20,116
2020	$101,720	$110,960	$200,403	$-9,240

Monticello Lodge No 1544 of the Benevolent & Protective order of Elks of