Benevolent and Protective Order of Elks NO 2628 DBA Katy Elks Lodge

EIN: 742199655

Katy, TX

Total Revenue
$336,103
Total Expenses
$199,906
Total Assets
$456,453
Net Assets
$411,179
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
TX
Principal Officer
Kevin Iund
Phone
2813912763
Tax Period
2024-04-01 to 2025-03-31

Benevolent and Protective Order of Elks NO 2628 DBA Katy Elks Lodge, founded in 1981, is a small nonprofit that reported $336K in total revenue in fiscal year 2024. The organization ran a surplus of $136K, a strong 41% operating margin.

Mission

To carry on fraternal activities under the Lodge system, the net income of which is used exclusively for benevolent and charitable purposes. This is accomplished through youth activities, drug awareness, youth scholarship, assistance to local charities, veteran programs, Americanism, and support to State Major Project.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $48,449
Program Service Revenue $0
Investment Income $0
Other Revenue $287,654
TOTAL REVENUE $336,103

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,000
Fundraising Expenses $0
Other Expenses $192,202
TOTAL EXPENSES $199,906

Year-over-Year Comparison

2024 2023 Change
Revenue $336,103 $314,375 +0.1%
Expenses $199,906 $235,272 -0.2%
Net Income $136,197 $79,103 +0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
4
Volunteers
196

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
7
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kevin Iund Trustee 1.00
Director
$0 $0 $0
Dan Greene Trustee 1.00
Director
$0 $0 $0
Brian Maness Trustee 1.00
Director
$0 $0 $0
Dave Hargy Trustee 1.00
Director
$0 $0 $0
Neil Hines Trustee 0.00
Director
$0 $0 $0
Mike Hammond Exalted Ruler 5.00
Officer
$0 $0 $0
Tony Fields Loyal Knight 1.00
Officer
$0 $0 $0
Elizabeth Samples Lecturing Knight 1.00
Officer
$0 $0 $0
Margaret Greene Secretary 1.00
Officer
$0 $0 $0
Steve McCreary Treasurer 1.00
Officer
$0 $0 $0
Debbie Tharp Esquire 1.00
Officer
$0 $0 $0
Michelle Quiqley Inner Gaurd 1.00
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 $336,103 $199,906 $456,453 $136,197
2024 $314,375 $235,272 $395,904 $79,103
2023 $155,041 $174,007 $326,296 $-18,966
2022 $110,951 $160,438 $339,265 $-49,487
2020 $174,800 $146,228 $341,651 $28,572
2019 $261,870 $284,801 $297,056 $-22,931
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