BPOE Fort Morgan Elks Lodge #1143

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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

1972

Legal Domicile

Principal Officer

Alice Hilzer

Phone

9708676711

Tax Period

2025-04-01 to 2026-03-31

BPOE Fort Morgan Elks Lodge #1143, founded in 1972, is a small nonprofit that reported $116K in total revenue in fiscal year 2025. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 29% operating margin.

Mission

To provide and opertate a fraternal organization for the benefit of its members and provide charitable activities for the local community

Program Service Accomplishments

Program 1

Support Community and Charitable Orgainzations

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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 $55,427

Program Service Revenue $40,925

Investment Income $1,256

Other Revenue $18,465

TOTAL REVENUE $116,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,633

Fundraising Expenses $0

Other Expenses $73,660

TOTAL EXPENSES $82,293

Year-over-Year Comparison

	2025	2024	Change
Revenue	$116,073	$73,757	+0.6%
Expenses	$82,293	$78,789	+0.0%
Net Income	$33,780	$-5,032	-7.7%

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

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

302

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

$7,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alice Hilzer	Secretary	020.00	Officer	$6,200	$0	$6,200
Stephan Sundet	Treasurer	005.00	Officer	$1,200	$0	$1,200
Kim Bartell	Esquire	005.00	Director	$0	$0	$0
David Bute	Trustee	005.00	Officer Director	$0	$0	$0
Patricia Mendoza	Chaplain	005.00	Director	$0	$0	$0
Paul Dacko	Inner Guard	005.00	Director	$0	$0	$0
William Garcia	Trustee	005.00	Officer Director	$0	$0	$0
Monte Montgomery	Trustee	005.00	Officer Director	$0	$0	$0
Shawn Boll	Exalted Ruler	010.00	Officer	$0	$0	$0
Charles Freeman	Leading Knight	005.00	Officer	$0	$0	$0
Fred Ruff	Loyal Knight	005.00	Officer	$0	$0	$0
Teresa Mendoza	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	$116,073	$82,293	$1,667,524	$33,780
2025	$73,757	$78,789	$567,477	$-5,032
2024	$92,326	$108,004	$581,234	$-15,678
2023	$120,460	$111,831	$569,804	$8,629
2022	$144,679	$101,611	$585,296	$43,068
2021	$115,433	$75,234	$533,315	$40,199