Lake Oconee Elks Lodge 2849 (EIN 205597991) - 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

2006

Legal Domicile

Principal Officer

Stephen Petrie

Phone

7064730521

Tax Period

2024-04-01 to 2025-03-31

Lake Oconee Elks Lodge 2849, founded in 2006, is a small nonprofit that reported $587K in total revenue in fiscal year 2024. The organization ran a surplus of $204K, a strong 35% operating margin.

Mission

Social/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 (2024)

Revenue Breakdown

Contributions & Grants $310,286

Program Service Revenue $0

Investment Income $13,659

Other Revenue $263,238

TOTAL REVENUE $587,183

Expense Breakdown

Grants Paid $30,975

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $352,045

TOTAL EXPENSES $383,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$587,183	$546,374	+0.1%
Expenses	$383,020	$350,532	+0.1%
Net Income	$204,163	$195,842	+0.0%

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

597

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
John White	Exhalted Ruler	5.00	Officer	$0	$0	$0
Elizabeth Colie	Treasurer	20.00	Officer	$0	$0	$0
Chuck Brake	Board Member	5.00	Director	$0	$0	$0
David Zimmer	Board Chairman	5.00	Director	$0	$0	$0
Joel Hall	Board Member	5.00	Director	$0	$0	$0
Robert Colie	Board Member	5.00	Director	$0	$0	$0
Scott Pitocchelli	Secretary	7.00	Officer	$0	$0	$0
Mary Zachary	Board Member	5.00	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	$587,183	$383,020	$1,494,150	$204,163
2024	$546,374	$350,532	$1,288,329	$195,842
2023	$385,090	$300,669	$617,750	$84,421
2022	$424,700	$255,753	$509,400	$168,947
2021	$289,728	$278,337	$400,386	$11,391
2020	$359,944	$316,611	$366,144	$43,333

Lake Oconee Elks Lodge 2849