Aurora Elks Lodge #1921 Benevolent & Protective Order of Elks (EIN 840501572) - 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

1954

Legal Domicile

Principal Officer

Kristin Schmidt

Phone

3033405741

Tax Period

2024-04-01 to 2025-03-31

Aurora Elks Lodge #1921 Benevolent & Protective Order of Elks, founded in 1954, is a small nonprofit that reported $170K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $53K, a strong 31% operating margin.

Mission

To Provide Charitable Assistance To Various Individuals and 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 (2024)

Revenue Breakdown

Contributions & Grants $27,645

Program Service Revenue $27,129

Investment Income $1,454

Other Revenue $113,627

TOTAL REVENUE $169,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,211

Fundraising Expenses $0

Other Expenses $113,397

TOTAL EXPENSES $116,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,855	$95,354	+0.8%
Expenses	$116,608	$104,390	+0.1%
Net Income	$53,247	$-9,036	-6.9%

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

$3,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Raymond A Lisberger PER	Secretary	005.00	Officer	$3,072	$0	$3,072
Anne E Schmidt	Trustee	005.00	Officer Director	$0	$0	$0
Fred Smith	Trustee	005.00	Officer Director	$0	$0	$0
Leroy Fuehrer	Trustee	005.00	Officer Director	$0	$0	$0
William L Lakers PDDGER	Trustee	005.00	Officer Director	$0	$0	$0
Kathleen Kleffner	Tiler	005.00	Director	$0	$0	$0
William L Lakers PDDGER	Esquire	005.00	Director	$0	$0	$0
Lois Calamia	Chaplain	005.00	Director	$0	$0	$0
Arthur Ashley Jr	Inner Guard	005.00	Director	$0	$0	$0
Betty J Fortunato PER	Exalted Ruler	005.00	Officer	$0	$0	$0
Kirstin Schmidt	Leading Knight	005.00	Officer	$0	$0	$0
Rachel Lakers	Loyal Knight	005.00	Officer	$0	$0	$0
Marilyn Thompson	Lecturing Knight	005.00	Officer	$0	$0	$0
Richard F Guerrero 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	$169,855	$116,608	$871,150	$53,247
2024	$95,354	$104,390	$848,027	$-9,036
2023	$75,700	$84,372	$830,461	$-8,672
2022	$104,138	$92,009	$841,625	$12,129
2021	$69,210	$77,823	$830,013	$-8,613

Aurora Elks Lodge #1921 Benevolent & Protective Order of Elks