BENEVOLENT & PROTECTIVE ORDER OF ELKS MOUNT SHASTA LODGE No 2333 (EIN 941646077) - 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

1965

Legal Domicile

Principal Officer

STEVE RAMOS

Phone

5309262138

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS MOUNT SHASTA LODGE No 2333, founded in 1965, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue fell 76% from the prior year — a significant decline worth monitoring. Expenses of $111K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE CHARITABLE FUNDS FOR CHILDREN USING A VARIETY OF CHARITABLE PROJECTS INCLUDING STATE, NATIONAL AND LOCAL PROJECTS.

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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 $18,175

Program Service Revenue $28,002

Investment Income $14,901

Other Revenue $38,386

TOTAL REVENUE $99,464

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,897

Fundraising Expenses $0

Other Expenses $94,058

TOTAL EXPENSES $110,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,464	$418,661	-0.8%
Expenses	$110,955	$101,238	+0.1%
Net Income	$-11,491	$317,423	-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

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

$15,530

Total Directors

$15,530

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY JOHNSON	Secretary	10.00	Officer Director	$15,530	$0	$15,530
VESTA ARMSTRONG	Trustee	2.00	Director	$0	$0	$0
RON FISHER	LECTURING KNIGH	2.00	Officer Director	$0	$0	$0
CRAIG FISHER	Trustee	2.00	Director	$0	$0	$0
RON BRAVO	Trustee	2.00	Director	$0	$0	$0
STEVE RAMOS	EXALTED RULER	6.00	Officer Director	$0	$0	$0
TERRY LATHROP	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
BRYAN SCHIEBER	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
JOE MARKERT	Trustee	2.00	Director	$0	$0	$0
RUSS PORTERFIELD	Trustee	2.00	Director	$0	$0	$0
CATHEY SCHIEBER	Treasurer	6.00	Officer 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	$99,464	$110,955	$529,644	$-11,491
2024	$418,661	$101,238	$537,027	$317,423
2023	$153,503	$49,810	$223,272	$103,693

BENEVOLENT & PROTECTIVE ORDER OF ELKS MOUNT SHASTA LODGE No 2333