SHORELINE LODGE 1800 BPOE (EIN 910558377) - 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

1950

Legal Domicile

Principal Officer

RICHARD GARRISON

Phone

2063641800

Tax Period

2024-04-01 to 2025-03-31

SHORELINE LODGE 1800 BPOE, founded in 1950, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $651K, a strong 60% operating margin.

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 FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS 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 $47,691

Program Service Revenue $40,164

Investment Income $938,399

Other Revenue $64,749

TOTAL REVENUE $1,091,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,336

Fundraising Expenses $0

Program Expenses $439,900

Other Expenses $352,564

TOTAL EXPENSES $439,900

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,091,003	$794,569	+0.4%
Expenses	$439,900	$476,960	-0.1%
Net Income	$651,103	$317,609	+1.1%

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
PAUL GADBOIS	TRUSTEE	20.00	Director	$0	$0	$0
ROY LEE	TRUSTEE	17.00	Director	$0	$0	$0
DEBBIE MARTINSON	TRUSTEE	2.00	Director	$0	$0	$0
RICK CHRISTIANSON	LECTURING KN	7.00	Officer	$0	$0	$0
JOHN FRY	LEADING KNIG	5.00	Officer	$0	$0	$0
RICHARD GARRISON	EXALTED RULE	28.00	Officer	$0	$0	$0
JIM HAWKINS	LOYAL KNIGHT	2.00	Officer	$0	$0	$0
JIM HOWES	ESQUIRE	18.00	Officer	$0	$0	$0
DANIEL MACHUT	TREASURER	19.00	Officer	$0	$0	$0
RAELYNN PHILLIPS	SECRETARY	51.00	Officer	$0	$0	$0
BRUCE SAGOR	CHAPLIN	3.00	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	$1,091,003	$439,900	$10,854,620	$651,103
2024	$794,569	$476,960	$10,553,246	$317,609
2023	$277,104	$411,819	$9,406,288	$-134,715
2022	$997,008	$354,506	$9,822,173	$642,502
2021	$523,472	$285,123	$9,559,058	$238,349
2021	$80,070	$248,243	$7,611,989	$-168,173
2020	$165,772	$387,972	$7,756,555	$-222,200
2019	$978,035	$249,219	$8,641,325	$728,816

SHORELINE LODGE 1800 BPOE