FREDERICKTOWN ELKS LODGE 2812

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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

2000

Legal Domicile

Tax Period

2019-04-01 to 2020-03-31

FREDERICKTOWN ELKS LODGE 2812, founded in 2000, is a micro nonprofit that reported $24K in total revenue in fiscal year 2019. Revenue decreased 7% compared to the prior year. Net assets of $66K represent 33 months of operating reserves.

Mission

THROUGH FELLOWSHIP FORM AN ORGANIZATION OF CITIZENS PLEDGED TO CHARITABLE ACTIVITIESTO AID YOUTH, VETERANS, AND THE LESS FORTUNATE IN OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $26,202

A SOCIAL ORGANIZATION TO ENHANCE THE HAPPINESS OF ITS MEMBERS, TO SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS

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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 (2019)

Revenue Breakdown

Contributions & Grants $13,233

Program Service Revenue $20,969

Investment Income $10

Other Revenue $-9,963

TOTAL REVENUE $24,249

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,202

Other Expenses $26,202

TOTAL EXPENSES $26,202

Year-over-Year Comparison

	2019	2018	Change
Revenue	$24,249	$26,072	-0.1%
Expenses	$26,202	$25,827	+0.0%
Net Income	$-1,953	$245	-9.0%

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

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
JIM DAVIS	TRUSTEE	10.00	Director	$0	$0	$0
DAVID STAM	TRUSTEE	10.00	Director	$0	$0	$0
LEONARD PARSONS	TRUSTEE	1.00	Director	$0	$0	$0
OZIE PRIER	EXHALTED RULER	10.00	Officer	$0	$0	$0
TRACY STAM	SECRETARY	20.00	Officer	$0	$0	$0
KRISTINA PRIER	TREASURER	10.00	Officer	$0	$0	$0
ROB CAPONE	ESTEEMED LEADING KNIGHT	1.00	Officer	$0	$0	$0
PENNY DAVIS	ESTEEMED LOYAL KNIGHT	1.00	Officer	$0	$0	$0
POSITION OPEN	ESTEEMED LECTURING KNIGHT	0.00	Officer	$0	$0	$0
DAWN CAPONE	CHAPLAIN	1.00	Officer	$0	$0	$0
FLORA PRIER	ESQUIRE	1.00	Officer	$0	$0	$0
JEFF HEAD	INNER GUARD	1.00	Officer	$0	$0	$0
GERALD CAMPBELL	TILER	1.00	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
2020	$24,249	$26,202	$66,167	$-1,953
2019	$26,072	$25,827	$68,120	$245