WATCHUNG HILLS ELKS LODGE INC (EIN 226079732) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

KATHLEEN OLESEN

Phone

9087534450

Tax Period

2024-04-01 to 2025-03-31

WATCHUNG HILLS ELKS LODGE INC, founded in 1962, is a small nonprofit that reported $210K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $195K left a modest 7% surplus.

Mission

SUPPORT OF SPECIAL NEEDS CHILDREN, VETERNS AND YOUTH ACTIVITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $35,002

Program Service Revenue $0

Investment Income $16,887

Other Revenue $158,228

TOTAL REVENUE $210,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,323

Fundraising Expenses $0

Program Expenses $141,464

Other Expenses $148,942

TOTAL EXPENSES $195,265

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,117	$181,901	+0.2%
Expenses	$195,265	$169,323	+0.2%
Net Income	$14,852	$12,578	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

N/A

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

$12,299

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT LOCKE	TRUSTEE	005.00	Officer	$3,799	$0	$3,799
DANIEL LARSON	SECRETARY	005.00	Officer	$3,000	$0	$3,000
STEPHANIE ZITSCH	TRUSTEE	005.00	Officer	$3,000	$0	$3,000
MICHAEL RYDER	TREASURER	005.00	Officer	$1,875	$0	$1,875
PATRICK GUERRA	TRUSTEE	005.00	Officer	$625	$0	$625
KATHLEEN OLESEN	EXALTED RULER	005.00	Officer	$0	$0	$0
SUSAN DOUGHERTY	ESTEEMED LEADING KNIGHT	005.00	Officer	$0	$0	$0
ELIA SHEHADY	ESTEEMED LOYAL KNIGHT	005.00	Officer	$0	$0	$0
JAMES THORPEY	ESTEEMED LECTURING KNIGHT	005.00	Officer	$0	$0	$0
JAMES CURRIE	TRUSTEE	005.00	Officer	$0	$0	$0
CRAIG SLATER	TRUSTEE	005.00	Officer	$0	$0	$0
BETTY A VOLKER	ESQUIRE	005.00	Officer	$0	$0	$0
LUANN BELLY	CHAPLAIN	005.00	Officer	$0	$0	$0
STEVEN THORPEY	TILER	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
2025	$210,117	$195,265	$1,029,901	$14,852
2024	$181,901	$169,323	$973,647	$12,578
2023	$175,287	$172,618	$841,573	$2,669
2022	$161,309	$177,962	$879,779	$-16,653
2021	$99,262	$82,048	$912,449	$17,214
2020	$136,067	$158,032	$774,652	$-21,965
2019	$152,514	$190,145	$861,254	$-37,631

WATCHUNG HILLS ELKS LODGE INC