BEARTOOTH ELKS LODGE NO 534 BENEVO… - 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

1975

Legal Domicile

Phone

4064461812

Tax Period

2025-04-01 to 2026-03-31

BEARTOOTH ELKS LODGE NO 534 BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF UNITED S, founded in 1975, is a small nonprofit that reported $134K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $120K left a modest 10% surplus.

Mission

TO SERVE THE PEOPLE OF THE COMMUNITY THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT "ELKS CARE AND ELKS SHARE"

Program Service Accomplishments

Program 1

Expenses: $112,711

SCHOLARSHIPS AND COMMUNITY PROGRAMS

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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 (2025)

Revenue Breakdown

Contributions & Grants $38,126

Program Service Revenue $0

Investment Income $55,278

Other Revenue $40,399

TOTAL REVENUE $133,803

Expense Breakdown

Grants Paid $14,633

Salaries & Benefits $21,679

Fundraising Expenses $0

Program Expenses $112,711

Other Expenses $83,549

TOTAL EXPENSES $119,861

Year-over-Year Comparison

	2025	2024	Change
Revenue	$133,803	$101,895	+0.3%
Expenses	$119,861	$120,313	0.0%
Net Income	$13,942	$-18,418	-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

$9,521

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE LINDGREN	Treasurer	20.00	Officer	$8,017	$0	$8,017
LINDSEY FITZGERALD	Secretary	10.00	Officer	$1,504	$0	$1,504
JOEL TODD	Trustee	10.00	Director	$0	$0	$0
WILLIAM YERBY	Trustee	10.00	Director	$0	$0	$0
TERA REYNOLDS	Trustee	10.00	Director	$0	$0	$0
JOHN MCMURRAY	Trustee	10.00	Director	$0	$0	$0
GALEN JAEGER	Chairman	10.00	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
2026	$133,803	$119,861	$1,145,214	$13,942
2025	$101,895	$120,313	$1,079,906	$-18,418
2024	$110,778	$114,332	$1,082,923	$-3,554
2023	$123,460	$123,076	$1,001,461	$384
2022	$69,452	$116,146	$1,071,792	$-46,694
2021	$59,003	$93,333	$1,105,184	$-34,330
2020	$64,785	$100,168	$905,761	$-35,383
2019	$76,898	$104,145	$1,015,957	$-27,247

BEARTOOTH ELKS LODGE NO 534 BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF UNITED S