BPOE CARLSBAD ELKS LODGE #1558 (EIN 850036680) - 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

1929

Legal Domicile

Principal Officer

KENT HITCHENS

Phone

5758855838

Tax Period

2023-04-01 to 2024-03-31

BPOE CARLSBAD ELKS LODGE #1558, founded in 1929, is a small nonprofit that reported $747K in total revenue in fiscal year 2023.

Mission

B.P.O.E. CARLSBAD ELKS LODGE SUPPORTS NONPROFIT, YOUTH ATHLETIC AND LOCAL SPECIAL NEEDS CHARITIES AND THE DEVELOPMENT OF MEMBERS THROUGH RITUAL TRAINING AND COMPETITION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $301,901

Program Service Revenue $91,686

Investment Income $22,757

Other Revenue $330,660

TOTAL REVENUE $747,004

Expense Breakdown

Grants Paid $75,694

Salaries & Benefits $193,383

Fundraising Expenses $0

Other Expenses $505,057

TOTAL EXPENSES $774,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$747,004	$766,257	0.0%
Expenses	$774,134	$705,814	+0.1%
Net Income	$-27,130	$60,443	-1.4%

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

453

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

$15,300

Total Directors

$15,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM VERA	EXALTED RULER/PRESIDENT	20.00	Officer Director	$0	$0	$0
ERIC MCGEE	LEADING KNIGHT/VP	15.00	Officer Director	$0	$0	$0
KENT HITCHENS	SECRETARY	30.00	Officer Director	$10,000	$0	$10,000
JEFF GORDON	TREASURER	10.00	Officer Director	$5,300	$0	$5,300
ROGER MAXWELL	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
BRAD ROGERS	LECTURING KNIGHT	10.00	Officer Director	$0	$0	$0
BRIAN COOK	TRUSTEE	5.00	Director	$0	$0	$0
MIKE KURIMSKI	TRUSTEE	5.00	Director	$0	$0	$0
TRACY DEARING	TRUSTEE	5.00	Director	$0	$0	$0
DARLENE SMITH	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL JOHNSON	TRUSTEE	5.00	Director	$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	No data	No data	No data	No data
2024	$747,004	$774,134	$1,195,632	$-27,130
2023	$766,257	$705,814	$1,087,170	$60,443
2022	$599,614	$576,463	$1,145,182	$23,151
2021	$193,807	$343,460	$1,130,607	$-149,653
2020	$609,729	$523,337	$1,233,478	$86,392
2019	$596,432	$529,393	$1,257,151	$67,039

BPOE CARLSBAD ELKS LODGE #1558