CHARLES CITY ELKS CHARITABLE TRUST (EIN 421437873) - 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

1995

Legal Domicile

Principal Officer

Ann Troge

Phone

6413305796

Tax Period

2024-04-01 to 2025-03-31

CHARLES CITY ELKS CHARITABLE TRUST, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $27K in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 63% operating margin.

Mission

ANY NONRESTRICTIVE INCOME EARNED BY THIS TRUST IS DISTRIBUTED TO THE CHARLES CITY ELKS LODGE 418 TO BE DISTRIBUTED TO YOUTH AND OR VETERANS.

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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 $16,117

Program Service Revenue $0

Investment Income $10,745

Other Revenue $0

TOTAL REVENUE $26,862

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,397

TOTAL EXPENSES $9,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,862	$38,521	-0.3%
Expenses	$9,897	$7,377	+0.3%
Net Income	$16,965	$31,144	-0.5%

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

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
LARRY MICHEHL	SECRETARY	002.00	Officer Director	$0	$0	$0
ERIC WHIPPLE	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
GENE PARSON	DIRECTOR	001.00	Director	$0	$0	$0
BRAD SINDT	TRUSTEE CHAIR	001.00	Director	$0	$0	$0
BRUCE HOVDEN	DIRECTOR	001.00	Director	$0	$0	$0
STEVE SHANNON	DIRECTOR	001.00	Director	$0	$0	$0
ANN TROGE	PRESIDENT	002.00	Officer Director	$0	$0	$0
RICK MCDONALD	TREASURER	002.00	Officer Director	$0	$0	$0
JESSICA SCHWICKERATH	EXALTED RULER	001.00	Director	$0	$0	$0
BRUCE WINKELMAN	DIRECTOR	001.00	Director	$0	$0	$0
KIRBY FOSSE	DIRECTOR	001.00	Director	$0	$0	$0
ZACH SULLIVAN	LEADING KNIGHT	001.00	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	$26,862	$9,897	$194,527	$16,965
2024	$38,521	$7,377	$177,563	$31,144
2023	$7,037	$7,515	$146,420	$-478
2022	$16,008	$6,000	$146,898	$10,008
2021	$38,669	$5,000	$132,256	$33,669

CHARLES CITY ELKS CHARITABLE TRUST