OHIO ELKS ASSOCIATION CHARITABLE TR (EIN 346996894) - 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

1987

Legal Domicile

Principal Officer

BRAD GOODBALLET

Phone

9377382632

Tax Period

2024-05-01 to 2025-04-30

OHIO ELKS ASSOCIATION CHARITABLE TR, founded in 1987, is a small nonprofit in the Human Services sector that reported $844K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $329K, a strong 39% operating margin.

Mission

A CHARITABLE OGANIZATION THAT FUNDS, SUPPORTS AND PROMOTES CEREBRAL PALSY, HIGHER EDUCATION, YOUTH ACTIVITIES, VETERANS AND COMMUNITY SERVICE.

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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 $789,022

Program Service Revenue $0

Investment Income $54,658

Other Revenue $0

TOTAL REVENUE $843,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $505,340

Other Expenses $514,993

TOTAL EXPENSES $514,993

Year-over-Year Comparison

	2024	2023	Change
Revenue	$843,680	$904,458	-0.1%
Expenses	$514,993	$568,893	-0.1%
Net Income	$328,687	$335,565	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

N/A

Employees

N/A

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
BRAD GOODBALLET	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH DENNY	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAT MCCAFFREY	TRUSTEE CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRIS HATCHER	APPROVING TRUSTEE	1.00	Officer Director	$0	$0	$0
NEVIN TAYLOR	SECRETARY TREASURER	6.00	Officer Director	$0	$0	$0
RICHARD THREADGILL	SECRETARY OF TRUSTEES	1.00	Officer Director	$0	$0	$0
UOY SKILLICORN	2ND VICE PRESIDENT	1.00	Officer 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
2026	No data	No data	No data	No data
2025	$843,680	$514,993	$1,198,882	$328,687
2024	$904,458	$568,893	$870,195	$335,565
2023	$523,322	$393,559	$534,630	$129,763
2022	$597,836	$334,359	$404,867	$263,477
2021	$363,981	$384,211	$141,390	$-20,230
2020	$340,400	$423,327	$161,620	$-82,927
2019	$398,395	$400,238	$244,547	$-1,843

OHIO ELKS ASSOCIATION CHARITABLE TR