NORTH FORT MYERS ELKS LODGE 2742

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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

VINCE PRIMAVERA

Phone

2397316100

Tax Period

2024-04-01 to 2025-03-31

NORTH FORT MYERS ELKS LODGE 2742, founded in 1988, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $150K exceeded revenue, resulting in a 13% operating deficit.

Mission

FRATERNAL ORGANIZATION WHICH WAS FOUNDED ON THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, FIDELITY, AND BELIEF IN GOD.

Program Service Accomplishments

Program 1

OPERATES UNDER THE LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS 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 $0

Program Service Revenue $93,012

Investment Income $0

Other Revenue $39,740

TOTAL REVENUE $132,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,922

Fundraising Expenses $0

Other Expenses $133,340

TOTAL EXPENSES $150,262

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,752	$211,983	-0.4%
Expenses	$150,262	$190,659	-0.2%
Net Income	$-17,510	$21,324	-1.8%

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

$10,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA REARDON	SECRETARY	24.00	Officer	$5,200	$0	$5,200
DONNA PRIMAVERA	TREASURER	24.00	Officer	$4,800	$0	$4,800
RON ANDERSON	3 YEAR TRUST	10.00	Director	$0	$0	$0
CARL BOSCARINO	5 YEAR TRUST	23.00	Director	$0	$0	$0
ROY GUNN	2 YEAR TRUST	4.50	Director	$0	$0	$0
DAVID PROSSER	4 YEAR TRUST	19.00	Director	$0	$0	$0
DEAN ROSE	1 YEAR TRUST	18.00	Director	$0	$0	$0
DIANNE BEAUTZ	LOYAL KNIGHT	15.00	Officer	$0	$0	$0
SUSAN MOODY	LECTURING KN	15.00	Officer	$0	$0	$0
RICHARD PHILLIPS	LEADING KNIG	15.00	Officer	$0	$0	$0
VINCE PRIMAVERA	EXALTED RULE	21.00	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	$132,752	$150,262	$241,218	$-17,510
2024	$211,983	$190,659	$255,797	$21,324
2023	$145,933	$107,778	$228,581	$38,155
2022	$94,493	$87,657	$152,593	$6,836
2021	$179,046	$216,065	$135,860	$-37,019
2020	$262,225	$302,852	$118,089	$-40,627
2019	$341,313	$326,716	$145,554	$14,597