WISCONSIN ELKS BENEVOLENT FUND INC (EIN 391744936) - 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

1993

Legal Domicile

Phone

6087548525

Tax Period

2024-04-01 to 2025-03-31

WISCONSIN ELKS BENEVOLENT FUND INC, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $469K in total revenue in fiscal year 2024. Expenses of $429K left a modest 9% surplus.

Mission

TO FURTHER CHARITABLE EDUCATIONAL AND BENEVOLENT ACTIVITIES PROVIDING AID TO THE SICK, DISABLED, YOUTH, AND UNFORTUNATE

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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 $268,508

Program Service Revenue $0

Investment Income $200,558

Other Revenue $0

TOTAL REVENUE $469,066

Expense Breakdown

Grants Paid $403,660

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $403,660

Other Expenses $25,275

TOTAL EXPENSES $428,935

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,066	$490,814	0.0%
Expenses	$428,935	$373,128	+0.1%
Net Income	$40,131	$117,686	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB RADIG	WEA AT LARGE TRUSTEE	0.00	Director	$0	$0	$0
JAYE FRANKLIN	WEA NW TRUSTEE	0.00	Director	$0	$0	$0
TONY VULGARIS	WEA CENTRAL TRUSTEE	0.00	Director	$0	$0	$0
RAY DABLER	WEA NE TRUSTEE	0.00	Director	$0	$0	$0
TJ JUNGWIRTH	WEA NW VICE PRESIDENT	0.00	Director	$0	$0	$0
JON MIJAL	WEA NE VICE PRESIDENT	0.00	Director	$0	$0	$0
GREG WHELTON	WEA CENTRAL VICE PRESIDENT	0.00	Director	$0	$0	$0
RON WHALEN	WEA SOUTH VICE PRESIDENT	0.00	Director	$0	$0	$0
JEFF MILLER	WEA PRESIDENT ELECT	0.00	Director	$0	$0	$0
LOU SUISBERGER	STATE SPONSORPGER	0.00	Director	$0	$0	$0
PAT MORAN	WEA STATE PRESIDENT	0.00	Director	$0	$0	$0
KEN BRUCKNER	PRESIDENT	3.00	Officer Director	$0	$0	$0
TODD KOSTUCK	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAVID HAGEN	SECRETARYTREASURER	5.00	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
2025	$469,066	$428,935	$2,982,592	$40,131
2024	$490,814	$373,128	$2,967,024	$117,686
2023	$461,949	$389,527	$2,616,076	$72,422
2022	$598,495	$307,112	$2,862,880	$291,383
2021	$282,967	$333,500	$2,593,352	$-50,533

WISCONSIN ELKS BENEVOLENT FUND INC