Evergreen Elks Lodge #2363 BPOE (EIN 840582212) - 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

1987

Legal Domicile

Principal Officer

Connie Greenberg

Phone

3036745591

Tax Period

2024-04-01 to 2025-03-31

Evergreen Elks Lodge #2363 BPOE, founded in 1987, is a small nonprofit that reported $202K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $79K, a strong 39% operating margin.

Mission

To Provide Charitable Assistance To Varioius 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 $56,168

Program Service Revenue $4,214

Investment Income $4

Other Revenue $141,144

TOTAL REVENUE $201,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,400

Fundraising Expenses $0

Other Expenses $115,768

TOTAL EXPENSES $122,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,530	$484,127	-0.6%
Expenses	$122,168	$116,794	+0.0%
Net Income	$79,362	$367,333	-0.8%

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

$6,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karrie Sue Jones	Secretary	010.00	Officer	$6,000	$0	$6,000
Connie Greenberg	Treasurer	025.00	Officer	$400	$0	$400
David Hardy	Trustee	004.00	Officer Director	$0	$0	$0
Michael Hettig	Trustee	004.00	Officer Director	$0	$0	$0
Brett Stewart	Trustee	004.00	Officer Director	$0	$0	$0
Scott Coffer	Trustee	004.00	Officer Director	$0	$0	$0
N/A	Trustee	004.00	Officer Director	$0	$0	$0
Ellen LaRiviere	Esquire	004.00	Director	$0	$0	$0
Gene Lewis	Exalted Ruler	020.00	Officer	$0	$0	$0
N/A	Leading Knight	008.00	Officer	$0	$0	$0
Paula Belleggie	Lecturing Knight	004.00	Officer	$0	$0	$0
Tom Jones	Loyal Knight	004.00	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	$201,530	$122,168	$1,974,507	$79,362
2024	$484,127	$116,794	$1,893,722	$367,333
2023	$112,435	$234,879	$1,520,786	$-122,444
2022	$175,974	$82,176	$1,640,051	$93,798
2021	$378,906	$62,384	$1,542,504	$316,522

Evergreen Elks Lodge #2363 BPOE