BONITA SPRINGS ESTERO ELKS LODGE 2… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

PHIL BOUCHER

Phone

2399472753

Tax Period

2024-04-01 to 2025-03-31

BONITA SPRINGS ESTERO ELKS LODGE 2753, founded in 1990, is a small nonprofit that reported $355K in total revenue in fiscal year 2024. Expenses of $317K left a modest 11% surplus.

Mission

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

Program Service Accomplishments

Program 1

OPERATED 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 $257,664

Investment Income $0

Other Revenue $97,739

TOTAL REVENUE $355,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,917

Fundraising Expenses $0

Other Expenses $295,337

TOTAL EXPENSES $317,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,403	$372,039	0.0%
Expenses	$317,254	$356,567	-0.1%
Net Income	$38,149	$15,472	+1.5%

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

124

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

$17,769

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA KNEER	TREASURER	30.00	Officer	$12,000	$0	$12,000
KAREN SIZEMORE	SECRETARY	25.00	Officer	$5,769	$0	$5,769
NANCY BLOODGOOD	1 YEAR TRUST	10.00	Director	$0	$0	$0
RON CUMMING	3 YEAR TRUST	10.00	Director	$0	$0	$0
REGINOLD PRING	4 YEAR TRUST	10.00	Director	$0	$0	$0
DIANNE WILHELM	2 YEAR TRUST	10.00	Director	$0	$0	$0
VACANT	5 YEAR TRUST	N/A	Director	$0	$0	$0
PHIL BOUCHER	EXALTED RULE	60.00	Officer	$0	$0	$0
GEORGE BOWDEN	LEADING KNIG	40.00	Officer	$0	$0	$0
MARIA TRAPASSO	LECTURING KN	20.00	Officer	$0	$0	$0
VACANT	LOYAL KNIGHT	N/A	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	$355,403	$317,254	$820,090	$38,149
2024	$356,412	$384,647	$816,001	$-28,235
2024	$372,039	$356,567	$821,143	$15,472
2023	$356,412	$384,647	$816,001	$-28,235
2022	$267,138	$284,391	$852,034	$-17,253
2021	$262,441	$353,388	$882,082	$-90,947
2020	$476,998	$429,880	$968,977	$47,118
2019	$548,304	$434,208	$1,007,619	$114,096

BONITA SPRINGS ESTERO ELKS LODGE 2753