Loveland Lodge #1051 BPOE (EIN 840147050) - 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

1927

Legal Domicile

Principal Officer

Loretta Geisler

Phone

9706696330

Tax Period

2024-04-01 to 2025-03-31

Loveland Lodge #1051 BPOE, founded in 1927, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $253K exceeded revenue, resulting in a 102% operating deficit.

Mission

To Inculcate the Principles of Charity, Justice, Brotherly Love and Fidelity. Promote the Welfare and Enhance the Happiness of its Members. To Service the People and Committees through Programs Demonstrating Elks Care.

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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 $58,083

Program Service Revenue $33,363

Investment Income $2,555

Other Revenue $31,086

TOTAL REVENUE $125,087

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,220

Fundraising Expenses $0

Other Expenses $234,593

TOTAL EXPENSES $252,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,087	$90,071	+0.4%
Expenses	$252,813	$222,328	+0.1%
Net Income	$-127,726	$-132,257	0.0%

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

N/A

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

$14,546

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Salazar	Secretary	025.00	Officer	$12,046	$0	$12,046
Ted Ullmann	Treasurer	010.00	Officer	$2,500	$0	$2,500
Stephen Barnett	Tiler	005.00	Director	$0	$0	$0
William Tunze	Chaplain	005.00	Director	$0	$0	$0
Ronald Rosson Jr	Inner Guard	005.00	Director	$0	$0	$0
Donn Smith	Trustee	005.00	Officer Director	$0	$0	$0
John Steinman	Trustee	005.00	Officer Director	$0	$0	$0
Claire Aune	Trustee	005.00	Officer Director	$0	$0	$0
Edward Strack	Esquire	005.00	Director	$0	$0	$0
Loretta Binky Geisler	Exalted Ruler	005.00	Officer	$0	$0	$0
Ben Johnson	Leading Knight	005.00	Officer	$0	$0	$0
Gloria Naylor	Loyal Knight	005.00	Officer	$0	$0	$0
Michael Ribich	Lecturing Knight	005.00	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	$125,087	$252,813	$2,375,900	$-127,726
2024	$90,071	$222,328	$2,522,210	$-132,257
2023	$68,939	$180,291	$2,455,876	$-111,352
2022	$1,794,508	$138,817	$2,446,976	$1,655,691
2021	$218,457	$154,579	$799,950	$63,878

Loveland Lodge #1051 BPOE