SIERRA VISTA LODGE NO 2065 BPOE

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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

1958

Legal Domicile

Principal Officer

ED STONE

Phone

5204582065

Tax Period

2024-04-01 to 2025-03-31

SIERRA VISTA LODGE NO 2065 BPOE, founded in 1958, is a small nonprofit in the Mutual Benefit sector that reported $142K in total revenue in fiscal year 2024. Net assets of $402K represent 34 months of operating reserves.

Mission

PROGRAMS FOR CHARITABLE CONTRIBUTIONS/SCHOLARSHIPS COMMUNITY SERVICES BULLETIN DISTRIBUTION FUNDRAISER FUNDS FOR CHARITABLE CONTRIBUTIONS DONATION SCHOLARSHIPSSUPPORT CLUB BROTHERHOOD FRATERNAL ORDER ACTIVITIES

Program Service Accomplishments

Program 1

Expenses: $75,349 Revenue: $63,283

CLUB BROTHERHOOD

Program 2

Expenses: $19,332 Revenue: $17,630

SCHOLARSHIPS, VETERANS EVENTS, RITUAL TEAM, LOCAL CHARITIES

Program 3

Expenses: $19,245 Revenue: $18,317

CHARITABLE INCOME RESTRICTED FOR ELKS NATIONAL FUNDS, ARIZONA ELKS MAJOR PROJECTS, AND BULLETINS

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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 $99,230

Program Service Revenue $0

Investment Income $7,905

Other Revenue $34,542

TOTAL REVENUE $141,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,885

Fundraising Expenses $3,664

Program Expenses $113,926

Other Expenses $116,184

TOTAL EXPENSES $141,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$141,677	$142,644	0.0%
Expenses	$141,069	$139,418	+0.0%
Net Income	$608	$3,226	-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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL STONE	Secretary	25.00	Officer	$6,000	$0	$6,000
WILLIAM CALLAGHAN	Treasurer	25.00		$4,200	$0	$4,200
JENNIFER HARMAN	Secretary	25.00		$3,850	$0	$3,850
BARRY CARLILE JR	SECRETARY	25.00		$350	$0	$350
Ed Mealy Jr	Leading Knight	15.00	Officer	$0	$0	$0
Mark Thibodeau	Loyal Knight	15.00	Officer	$0	$0	$0
Renee Concodora	Trustee 3 yr	15.00	Officer	$0	$0	$0
BEN GRANADO	Trustee 1 yr	15.00	Officer	$0	$0	$0
Renee Olejnicak	Treasurer	25.00	Officer	$0	$0	$0
CHERYL GILLESPIE	TRUSTEE 2 YR	15.00	Officer	$0	$0	$0
Sherry Simon	Chaplain	15.00	Officer	$0	$0	$0
Jeff Heath	Tiler	15.00	Officer	$0	$0	$0
ED STONE	EXALTED RULER	15.00	Officer	$0	$0	$0
BETHNEY FERRILL	LecturingKnight	15.00	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	$141,677	$141,069	$429,363	$608
2024	$142,644	$139,418	$435,145	$3,226
2023	$138,205	$136,989	$427,986	$1,216
2022	$151,276	$129,269	$441,237	$22,007