BALLARD ELKS LODGE 827 (EIN 910142820) - 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

1902

Legal Domicile

Principal Officer

DEE ANN EVANS

Phone

2067840827

Tax Period

2024-04-01 to 2025-03-31

BALLARD ELKS LODGE 827, founded in 1902, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNTED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND SHARE.

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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 $630,314

Program Service Revenue $0

Investment Income $5,056

Other Revenue $1,235,908

TOTAL REVENUE $1,871,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $407,660

Fundraising Expenses $0

Program Expenses $1,866,999

Other Expenses $1,459,339

TOTAL EXPENSES $1,866,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,871,278	$1,699,196	+0.1%
Expenses	$1,866,999	$1,530,629	+0.2%
Net Income	$4,279	$168,567	-1.0%

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

350

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
KEN BARTLETT	TRUSTEE	2.00	Director	$0	$0	$0
RON BENISH	ESQUIRE	1.00	Director	$0	$0	$0
MARY LYNN BOGDANOVICH	TILER	2.00	Director	$0	$0	$0
SPENCER CROWELL	CHAPLAIN	1.00	Director	$0	$0	$0
MIRON DUPONT	LOYAL KNIGHT	20.00	Director	$0	$0	$0
ROBIN GENE HALEY	TRUSTEE	5.00	Director	$0	$0	$0
DARLENE HENDERSON	TRUSTEE	20.00	Director	$0	$0	$0
TRACY REDDING	TRUSTEE	15.00	Director	$0	$0	$0
MONICA SCHEIBER	INNER GUARD	1.00	Director	$0	$0	$0
CHRISTOPHER WEBSTER	LEADING KNIG	5.00	Director	$0	$0	$0
DEE ANN EVANS	EXALTED RULE	25.00	Officer	$0	$0	$0
CAROL FRODGE	TREASURER	4.00	Officer	$0	$0	$0
LEEANN GHIGLIONE	SECRETARY	25.00	Officer	$0	$0	$0
MICHAEL MOOSMAN	CHMN OF THE	20.00	Officer	$0	$0	$0
NICK THORNTON-JACK	LECTURING KN	20.00	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	$1,871,278	$1,866,999	$1,591,442	$4,279
2024	$1,699,196	$1,530,629	$1,774,988	$168,567
2023	$1,430,160	$1,513,976	$1,487,972	$-83,816
2022	$759,663	$816,033	$1,383,163	$-56,370
2021	$452,497	$554,604	$1,430,652	$-102,107
2020	$807,212	$749,416	$1,547,226	$57,796
2019	$601,846	$578,309	$1,442,208	$23,537

BALLARD ELKS LODGE 827