ELKS VETERANS MEMORIAL RESTORATION TRUST (EIN 363718320) - 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

1990

Legal Domicile

Principal Officer

CARL T SEIBERT

Phone

7737554884

Tax Period

2024-05-01 to 2025-04-30

ELKS VETERANS MEMORIAL RESTORATION TRUST, founded in 1990, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 184% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 64% operating margin.

Mission

THE TRUST WAS ESTABLISHED TO RESTORE, REFURBISH, REPAIR AND MAINTAIN THE ELKS NATIONAL MEMORIAL BUILDING AND THE ART OBJECTS CONTAINED THEREIN.

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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 $686,331

Program Service Revenue $455,677

Investment Income $1,797,916

Other Revenue $0

TOTAL REVENUE $2,939,924

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $986,635

Other Expenses $1,072,586

TOTAL EXPENSES $1,072,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,939,924	$1,035,667	+1.8%
Expenses	$1,072,586	$915,847	+0.2%
Net Income	$1,867,338	$119,820	+14.6%

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

N/A

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

$244,118

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD L HICKS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MALCOLM J MCPHERSON JR	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL F ZELLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
LOUIS J GRILLO	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL T LUHR	MEMBER	1.00	Director	$0	$0	$0
BRYAN KLATT	GRAND SECRETARY	1.00	Officer	$0	$23,620	$244,118

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	$2,939,924	$1,072,586	$13,159,284	$1,867,338
2024	$1,035,667	$915,847	$11,913,585	$119,820
2023	$1,348,951	$1,098,595	$10,862,185	$250,356
2022	$2,219,923	$1,136,198	$10,789,818	$1,083,725
2021	$1,465,110	$734,361	$11,361,052	$730,749
2020	$1,875,083	$1,015,098	$8,937,453	$859,985
2019	$1,549,147	$1,227,878	$9,004,510	$321,269

ELKS VETERANS MEMORIAL RESTORATION TRUST