OAK ISLAND ELKS LODGE #2769 (EIN 561734992) - 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

1992

Legal Domicile

Principal Officer

ROBERT SCHNEIDER

Phone

9102781356

Tax Period

2024-04-01 to 2025-03-31

OAK ISLAND ELKS LODGE #2769, founded in 1992, is a small nonprofit that reported $315K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $277K left a modest 12% surplus.

Mission

REFER TO EXEMPT PURPOSES BELOW

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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 $119,807

Program Service Revenue $39,834

Investment Income $106,918

Other Revenue $48,414

TOTAL REVENUE $314,973

Expense Breakdown

Grants Paid $15,293

Salaries & Benefits $89,287

Fundraising Expenses $0

Other Expenses $172,491

TOTAL EXPENSES $277,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,973	$361,064	-0.1%
Expenses	$277,071	$325,614	-0.1%
Net Income	$37,902	$35,450	+0.1%

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

918

Independent Members

918

Employees

Volunteers

100

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

$12,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN McWHIRTER	EXALTED RULER	30.00	Officer	$0	$0	$0
CLINT GENTZ	LEADING KNIGHT	10.00	Officer	$0	$0	$0
LINDA STALLINGS	SECRETARY	10.00	Officer Highest	$12,489	$0	$12,489
ROBERT SCHNEIDER	TREASURER	10.00	Officer	$0	$0	$0
ED DRZEWIECKI	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
ANTHONY LAWLOR	TRUSTEE	10.00	Director	$0	$0	$0
LES LESKO	TRUSTEE	10.00	Director	$0	$0	$0
JEFF BURGES	LECTURING KNIGHT	10.00	Officer	$0	$0	$0
GARY COOK	TRUSTEE	10.00	Director	$0	$0	$0
NOAH COVINGTON	TRUSTEE	10.00	Director	$0	$0	$0
GREG FLEMING	TRUSTEE	10.00	Director	$0	$0	$0
DAVID EDWARDS	ESQUIRE	10.00	Key Emp	$0	$0	$0
ROGER STACY	CHAPLAIN	10.00	Key Emp	$0	$0	$0
CHARLOTTE STACY	INNER GUARD	10.00	Key Emp	$0	$0	$0
CATHY RICHARDS	BOOKKEEPER	10.00	Key Emp	$0	$0	$0
MIKE LIGON	PRIOR EXALTED RULER	5.00		$0	$0	$0
ROGER DePUYT	PRIOR EXALTED RULER	5.00		$0	$0	$0
VICKI LEVESQUE	PRIOR EXALTED RULER	5.00		$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	$314,973	$277,071	$565,788	$37,902
2024	$361,064	$325,614	$525,198	$35,450
2023	$329,376	$274,036	$493,499	$55,340
2022	$298,663	$207,773	$404,875	$90,890
2021	$182,751	$132,798	$347,615	$49,953
2019	$229,528	$282,318	$239,195	$-52,790

OAK ISLAND ELKS LODGE #2769