WEST ST LUCIE ELKS LODGE 2823 INC (EIN 010613056) - 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

2010

Legal Domicile

Principal Officer

JOYCE NICASTRO

Phone

7728738192

Tax Period

2022-04-01 to 2023-03-31

WEST ST LUCIE ELKS LODGE 2823 INC, founded in 2010, is a micro nonprofit that reported $93K in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $115K exceeded revenue, resulting in a 24% operating deficit.

Mission

FRATERNAL ORGANIZATION

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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 (2022)

Revenue Breakdown

Contributions & Grants $54,371

Program Service Revenue $32,849

Investment Income $5

Other Revenue $5,387

TOTAL REVENUE $92,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,107

Fundraising Expenses $0

Program Expenses $114,847

Other Expenses $98,740

TOTAL EXPENSES $114,847

Year-over-Year Comparison

	2022	2021	Change
Revenue	$92,612	$135,607	-0.3%
Expenses	$114,847	$113,550	+0.0%
Net Income	$-22,235	$22,057	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA KOHLER	EXALTED RULER	015.00	Officer	$0	$0	$0
VANESSA MURTAUGH	SECRETARY	015.00	Officer	$0	$0	$0
JOYCE NICASTRO	TREASURER	010.00	Officer	$0	$0	$0
KATHY BOGAN	LEADING KNIGHT	010.00	Officer	$0	$0	$0
JULIA GARGLIARDO	LOYAL KNIGHT	005.00	Officer	$0	$0	$0
FRAN HENDERTILLO	LECTURING KNIGHT	005.00	Officer	$0	$0	$0
MAGIE BOUCHARD	TRUSTEE	005.00	Officer	$0	$0	$0
LINDA GERAGHTY	TRUSTEE	005.00	Officer	$0	$0	$0
HERB NELSON	TRUSTEE	005.00	Officer	$0	$0	$0
GINA LAVIGNE	TRUSTEE	005.00	Officer	$0	$0	$0
MIKE HENRY	TRUSTEE	005.00	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
2023	$92,612	$114,847	$20,878	$-22,235
2022	$135,607	$113,550	$52,459	$22,057
2021	$122,621	$123,714	$19,047	$-1,093
2020	$128,162	$129,025	$20,060	$-863
2019	$150,123	$141,531	$38,417	$8,592

WEST ST LUCIE ELKS LODGE 2823 INC