Wagoner Elks Lodge No 2838 (EIN 270114496) - 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

2004

Legal Domicile

Principal Officer

Kenneth Lewis

Phone

9184857297

Tax Period

2024-04-01 to 2025-03-31

Wagoner Elks Lodge No 2838, founded in 2004, is a small nonprofit that reported $200K in total revenue in fiscal year 2024. Expenses of $187K left a modest 6% surplus.

Mission

Held Youth Activities throughout the year to promote a drug-free community. Support the Veterans through various benefits and donations, and give out scholarships to the community youth.

🔒

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 $73,052

Program Service Revenue $10,738

Investment Income $28,044

Other Revenue $88,037

TOTAL REVENUE $199,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,307

Fundraising Expenses $0

Other Expenses $160,180

TOTAL EXPENSES $187,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,871	N/A	N/A
Expenses	$187,487	$15,601	+11.0%
Net Income	$12,384	$-15,601	-1.8%

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

318

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don Gendron	Trustee	N/A	Director	$0	$0	$0
Ken Lewis	Trustee	N/A	Director	$0	$0	$0
Ken Buie	Trustee	N/A	Director	$0	$0	$0
Carl Dugan	Exalted Ruler	N/A	Officer	$0	$0	$0
Elsie Costigan	Leading Knight	N/A	Officer	$0	$0	$0
Todd Ringgold	Loyal Knight	N/A	Officer	$0	$0	$0
Arlene Stutzman	Lecturing Knight	N/A	Officer	$0	$0	$0
Becki Hendrix	Secretary	N/A	Officer	$0	$0	$0
Debbie Murphy	Treasurer	N/A	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	$199,871	$187,487	$242,676	$12,384
2024	$180,784	$171,180	$386,340	$9,604
2023	$162,060	$161,018	$379,821	$1,042
2022	$181,293	$165,074	$378,979	$16,219
2019	$159,263	$133,578	$337,495	$25,685
2018	$144,772	$111,769	$302,956	$33,003

Wagoner Elks Lodge No 2838