BENEVOLENT & PROTECTIVE ORDER OF THE USA NORWALK ELKS LODGE NO 2142 (EIN 952107581) - 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

1959

Legal Domicile

Principal Officer

SCOTT LUDWICK

Phone

5628642142

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE USA NORWALK ELKS LODGE NO 2142, founded in 1959, is a small nonprofit that reported $151K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 15% 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 itsMembers; 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 United States of America 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 $38,290

Program Service Revenue $22,715

Investment Income $0

Other Revenue $90,139

TOTAL REVENUE $151,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,500

Fundraising Expenses $0

Other Expenses $125,447

TOTAL EXPENSES $127,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,144	$87,915	+0.7%
Expenses	$127,947	$90,587	+0.4%
Net Income	$23,197	$-2,672	-9.7%

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

180

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

$2,500

Total Directors

$2,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRAN RIOS	Secretary	6.00	Officer Director	$2,500	$0	$2,500
MICHAEL HOLGUIN	Treasurer	6.00	Officer Director	$0	$0	$0
SCOTT LUDWICK	EXALTED RULER	2.00	Officer Director	$0	$0	$0
DAVID CONTRERAS	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
LORRAINE BAAR	LECTURING KNIGH	2.00	Officer Director	$0	$0	$0
STEVE CORRAL	Trustee	2.00	Director	$0	$0	$0
VICTORIA LUDWICK	Trustee	2.00	Director	$0	$0	$0
TOBIAS BAAR	Trustee	2.00	Director	$0	$0	$0
JESSE TOVAR	Trustee	2.00	Director	$0	$0	$0
MARIA TAYLOR	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	$151,144	$127,947	$112,887	$23,197
2024	$87,915	$90,587	$94,564	$-2,672
2023	$102,729	$95,606	$98,075	$7,123
2022	$165,013	$141,502	$89,158	$23,511
2020	$130,142	$136,217	$108,756	$-6,075
2019	$189,078	$191,010	$114,831	$-1,932
2018	$185,302	$159,752	$116,762	$25,550

BENEVOLENT & PROTECTIVE ORDER OF THE USA NORWALK ELKS LODGE NO 2142