Benevolent & Protective Order of Elks Lodge 1925 (EIN 620530246) - 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

1954

Legal Domicile

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks Lodge 1925, founded in 1954, is a small nonprofit that reported $278K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 19% operating margin.

Mission

Fraternal organization/club

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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 $74,244

Program Service Revenue $25,536

Investment Income $7,009

Other Revenue $171,113

TOTAL REVENUE $277,902

Expense Breakdown

Grants Paid $48,884

Salaries & Benefits $60,141

Fundraising Expenses $0

Program Expenses $226,313

Other Expenses $117,288

TOTAL EXPENSES $226,313

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,902	$245,797	+0.1%
Expenses	$226,313	$230,313	0.0%
Net Income	$51,589	$15,484	+2.3%

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

N/A

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

$2,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Penelope Lankford	Secretary	2.00	Officer	$2,250	$0	$2,250
Bruce Reed	Board Member	5.00	Director	$0	$0	$0
Tracy Stewart	Chaplain	4.00	Director	$0	$0	$0
Zac Brandenburg	Board Member	2.00	Director	$0	$0	$0
Sandra Lawson	Board Member	2.00	Director	$0	$0	$0
Clay England	Trustee	2.00	Director	$0	$0	$0
David Fisher	Trustee	5.00	Officer Director	$0	$0	$0
Greg Forderhase	President	2.00	Officer Director	$0	$0	$0
Bridgett Goins	Treasurer	15.00	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	$277,902	$226,313	$662,657	$51,589
2024	$245,797	$230,313	$611,729	$15,484
2023	$273,269	$220,722	$595,621	$52,547
2022	$252,473	$191,321	$578,180	$61,152
2021	$214,651	$176,452	$575,643	$38,199
2020	$186,733	$149,981	$489,189	$36,752

Benevolent & Protective Order of Elks Lodge 1925