BPOE Raton Elks Lodge #865 (EIN 850022488) - 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

1952

Legal Domicile

Principal Officer

Brenda Ferri

Phone

5754459291

Tax Period

2024-04-01 to 2025-03-31

BPOE Raton Elks Lodge #865, founded in 1952, is a micro nonprofit that reported $78K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $114K exceeded revenue, resulting in a 46% operating deficit.

Mission

Private non profit organization created under a national charter of by-laws and statutes for the purpose of promoting welfare in the local, state and national 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 $25,558

Program Service Revenue $11,098

Investment Income $0

Other Revenue $41,492

TOTAL REVENUE $78,148

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,981

Fundraising Expenses $0

Other Expenses $82,418

TOTAL EXPENSES $114,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$78,148	$103,318	-0.2%
Expenses	$114,399	$129,918	-0.1%
Net Income	$-36,251	$-26,600	+0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Baca	Secretary	8.00	Director	$0	$0	$0
Brenda Ferri	Trustee	8.00	Director	$0	$0	$0
Ashley Long	Chaplin	8.00	Director	$0	$0	$0
Jamie Lopez	Exalted Ruler	8.00	Officer	$0	$0	$0
Marc SanRoman	Treasurer	8.00	Officer	$0	$0	$0
Ira Simpson	Leading Knight	8.00	Officer	$0	$0	$0
Joana Apadaca	Loyal Knight	8.00	Officer	$0	$0	$0
Crystal Salazar	Lecturing Knight	8.00	Officer	$0	$0	$0
Steve Ross	Trustee	8.00	Officer	$0	$0	$0
Jacob Butt	Trustee	8.00	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	$84,669	$114,399	$123,669	$-29,730
2025	$78,148	$114,399	$198,669	$-36,251
2024	$103,318	$129,918	$123,669	$-26,600
2024	$103,318	$129,918	$235,130	$-26,600
2023	$66,500	$61,289	$117,597	$5,211
2022	$172,127	$183,943	$151,189	$-11,816
2021	$63,584	$88,938	$144,454	$-25,354
2020	$125,328	$129,039	$144,454	$-3,711
2019	$211,558	$194,387	$144,454	$17,171

BPOE Raton Elks Lodge #865