COZAD ELKS

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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

Principal Officer

BRIAN WOLDT

Phone

3087842250

Tax Period

2022-04-01 to 2023-03-31

COZAD ELKS is a small nonprofit that reported $267K in total revenue in fiscal year 2022. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $317K exceeded revenue, resulting in a 19% operating deficit.

Mission

FRATERNAL BENEFICIARY SOCIETY

Program Service Accomplishments

Program 1

Expenses: $316,501

MAINTAINING ELKS LODGE & CLUB

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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 (2022)

Revenue Breakdown

Contributions & Grants $63,278

Program Service Revenue $46,445

Investment Income $0

Other Revenue $157,109

TOTAL REVENUE $266,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,461

Fundraising Expenses $0

Program Expenses $316,501

Other Expenses $151,040

TOTAL EXPENSES $316,501

Year-over-Year Comparison

	2022	2021	Change
Revenue	$266,832	$144,846	+0.8%
Expenses	$316,501	$155,577	+1.0%
Net Income	$-49,669	$-10,731	+3.6%

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

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 HORSTMAN	TRUSTEE	N/A	Director	$0	$0	$0
LEVI MESSERSMITH	TRUSTEE	N/A	Director	$0	$0	$0
DAVID NILES	TRUSTEE	N/A	Director	$0	$0	$0
BRANDON SCHULTZ	TRUSTEE	N/A	Director	$0	$0	$0
DEREK WOLFE	TRUSTEE	N/A	Director	$0	$0	$0
BRIAN DAVIS	PRESIDING JU	N/A	Officer	$0	$0	$0
JIM DILLON	FORUM MEDIAT	N/A	Officer	$0	$0	$0
BENJAMIN GUTHARD	CHAPLAIN	N/A	Officer	$0	$0	$0
JAKE LAIRD	EXALTED RULE	N/A	Officer	$0	$0	$0
MATTHEW LOTKER	LEADING KNIG	N/A	Officer	$0	$0	$0
BRIAN MESSERSMITH	LECTURING KN	N/A	Officer	$0	$0	$0
BLAKE OSBORN	ESQUIRE	N/A	Officer	$0	$0	$0
BROCK POLLAT	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
GUNAR POLLAT	TILER	N/A	Officer	$0	$0	$0
LUKE SCHROEDER	INNER GUARD	N/A	Officer	$0	$0	$0
SAM SEBERGER	ORGANIST	N/A	Officer	$0	$0	$0
BRIAN WOLDT	SECRETARY	N/A	Officer	$0	$0	$0
ERIC ZIMBELMAN	TREASURER	N/A	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
2023	$266,832	$316,501	$261,824	$-49,669
2022	$144,846	$155,577	$313,274	$-10,731
2021	$237,767	$144,229	$326,306	$93,538
2020	$149,989	$187,207	$235,461	$-37,218
2019	$148,243	$138,143	$287,641	$10,100