BPOE KERRVILLE ELKS LODGE NO 2081 (EIN 741369303) - 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

2005

Principal Officer

JEFF BOWMAN

Phone

8308954554

Tax Period

2024-04-01 to 2025-03-31

BPOE KERRVILLE ELKS LODGE NO 2081, founded in 2005, is a small nonprofit that reported $147K in total revenue in fiscal year 2024. Net assets of $436K represent 36 months of operating reserves.

Mission

PROMOTE THE PRINCIPLES OF CHARITY JUSTICE BROTHERLY LOVE AND FIDELITY TO RECOGNIZE A BELIEF IN GOD AMOUNG ITS MEMBERS AND THE COMMUNITY

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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 $66,380

Program Service Revenue $0

Investment Income $5,985

Other Revenue $74,188

TOTAL REVENUE $146,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,639

Fundraising Expenses $228

Other Expenses $123,854

TOTAL EXPENSES $156,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,553	$154,239	0.0%
Expenses	$156,893	$143,502	+0.1%
Net Income	$-10,340	$10,737	-2.0%

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

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

$4,806

Total Directors

$6,006

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE ADAMS	EXALTED RULE	0.00	Officer Director	$0	$0	$0
JEFF BOWMAN	EXALTED RULE	N/A	Officer Director	$0	$0	$0
SARA JACKSON	LOYAL KNIGHT	N/A	Officer Director	$0	$0	$0
TRACY WARD	LECTURING KN	N/A	Officer Director	$0	$0	$0
KATHY RIDER	SECRETARY	5.00	Officer Director	$1,618	$0	$1,618
JANA WAGNER	TREASURER	5.00	Officer Director	$3,188	$0	$3,188
ASHLEY CALIENDO	ESQUIRE	N/A	Director	$0	$0	$0
MAC ANDERSON	CHAPLIN	N/A	Director	$0	$0	$0
BILL MORGENSTERN	INNER GUARD	N/A	Director	$0	$0	$0
WAYNE ARGENCE	TILER	N/A	Director	$0	$0	$0
RON BALLARD	TRUSTEE	N/A	Director	$0	$0	$0
BRIAN WARD	TRUSTEE	N/A	Director	$1,200	$0	$1,200
TERRY SCHULTZ	TRUSTEE	N/A	Director	$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	$146,553	$156,893	$461,186	$-10,340
2024	$154,239	$143,502	$472,340	$10,737
2023	$154,442	$161,701	$460,549	$-7,259
2022	$194,824	$125,787	$465,820	$69,037

BPOE KERRVILLE ELKS LODGE NO 2081