BPOE Fort Morgan Elks Lodge #1143 (EIN 840205335) - 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

1972

Legal Domicile

Principal Officer

Alice Hilzer

Phone

9708676711

Tax Period

2024-04-01 to 2025-03-31

BPOE Fort Morgan Elks Lodge #1143, founded in 1972, is a micro nonprofit that reported $74K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring. Net assets of $542K represent 88 months of operating reserves.

Mission

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

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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 $50,208

Program Service Revenue $19,912

Investment Income $6,027

Other Revenue $-2,390

TOTAL REVENUE $73,757

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,410

Fundraising Expenses $0

Other Expenses $73,379

TOTAL EXPENSES $78,789

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,757	$92,326	-0.2%
Expenses	$78,789	$108,004	-0.3%
Net Income	$-5,032	$-15,678	-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

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alice Hilzer	Secretary	020.00	Officer	$4,800	$0	$4,800
David Bute PER	Esquire	005.00	Director	$0	$0	$0
Jerry Bills	Tiler	005.00	Director	$0	$0	$0
Patricia Mendoza	Chaplain	005.00	Director	$0	$0	$0
Teresa Mendoza	Inner Guard	005.00	Director	$0	$0	$0
John Beach	Trustee	005.00	Officer Director	$0	$0	$0
Calvin Bartels PER	Trustee	005.00	Officer Director	$0	$0	$0
Monte Montgomery	Exalted Ruler	010.00	Officer	$0	$0	$0
Fred Ruff PER	Leading Knight	005.00	Officer	$0	$0	$0
Shawn Boll	Loyal Knight	005.00	Officer	$0	$0	$0
Tony Freeman	Lecturing Knight	005.00	Officer	$0	$0	$0
Steve Sundet PER	Treasurer	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	$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

BPOE Fort Morgan Elks Lodge #1143