Loveland Lodge #1051 BPOE

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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

Donn Smith

Phone

9706696330

Tax Period

2025-04-01 to 2026-03-31

Loveland Lodge #1051 BPOE, founded in 1927, is a small nonprofit that reported $118K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year. Expenses of $245K exceeded revenue, resulting in a 107% 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.

Program Service Accomplishments

Program 1

Support Community and Charitable Organizations

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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 $51,226

Program Service Revenue $27,719

Investment Income $1,233

Other Revenue $37,989

TOTAL REVENUE $118,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,155

Fundraising Expenses $0

Other Expenses $228,862

TOTAL EXPENSES $245,017

Year-over-Year Comparison

	2025	2024	Change
Revenue	$118,167	$125,087	-0.1%
Expenses	$245,017	$252,813	0.0%
Net Income	$-126,850	$-127,726	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

305

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

$14,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kelly Rossan	Secretary	025.00	Officer	$12,000	$0	$12,000
Ted Ullmann	Treasurer	010.00	Officer	$2,500	$0	$2,500
Cary Mathis	Tiler	005.00	Director	$0	$0	$0
William Tunze	Chaplain	005.00	Director	$0	$0	$0
Stephen Barnett	Inner Guard	005.00	Director	$0	$0	$0
Ronald Schlatter	Trustee	005.00	Officer Director	$0	$0	$0
John Steinman	Trustee	005.00	Officer Director	$0	$0	$0
Robert Lucy Jr	Trustee	005.00	Officer Director	$0	$0	$0
Donn Smith	Exalted Ruler	005.00	Officer	$0	$0	$0
Edward Strack	Leading Knight	005.00	Officer	$0	$0	$0
Ronald Rosson Jr	Loyal Knight	005.00	Officer	$0	$0	$0
Michael Cummings	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
2026	$118,167	$245,017	$2,258,094	$-126,850
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