BENEVOLENT & PROTECTIVE ORDER OF ELKS INDIO ELKS LODGE NO 1643 (EIN 951227712) - 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

1941

Legal Domicile

Principal Officer

RON SWEATTE

Phone

7603471643

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS INDIO ELKS LODGE NO 1643, founded in 1941, is a micro nonprofit that reported $80K in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $193K exceeded revenue, resulting in a 140% operating deficit.

Mission

SUPPORT OF LOCAL, REGIONAL AND NATIONAL PROGRAMS FOR YOUTH, VETERANS AND THE ELDERLY VIA CONTRIBUTIONS TO NATIONAL ELK ORGANIZATION AND PARTICIPATION IN COMMUNITY EVENTS AND FUNDRAISERS.

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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 $134,747

Program Service Revenue $0

Investment Income $0

Other Revenue $-54,266

TOTAL REVENUE $80,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,723

Fundraising Expenses $0

Other Expenses $131,572

TOTAL EXPENSES $193,295

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,481	$237,962	-0.7%
Expenses	$193,295	$340,387	-0.4%
Net Income	$-112,814	$-102,425	+0.1%

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

$38,582

Total Directors

$38,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY WILSON	Secretary	6.00	Officer Director	$22,539	$0	$22,539
LYNN RAMOS	Treasurer	6.00	Officer Director	$16,043	$0	$16,043
RON SWEATTE	EXALTED RULER	6.00	Officer Director	$0	$0	$0
SCOTTY FOY	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
STEVE BAZURTO	LECTURING KNIGH	2.00	Officer Director	$0	$0	$0
BARBARA SWEATTE	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
BEATE BOYD	Trustee	2.00	Director	$0	$0	$0
J ISRAEL VASQUEZ	Trustee	2.00	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	$80,481	$193,295	$451,546	$-112,814
2024	$237,962	$340,387	$648,022	$-102,425
2023	$265,174	$259,881	$776,321	$5,293
2022	$511,601	$463,413	$759,059	$48,188
2021	$218,687	$247,010	$705,597	$-28,323
2020	$229,481	$267,405	$742,055	$-37,924
2019	$220,837	$239,964	$760,089	$-19,127

BENEVOLENT & PROTECTIVE ORDER OF ELKS INDIO ELKS LODGE NO 1643