UNION ELKS LODGE 1321 (EIN 570339360) - 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

1947

Legal Domicile

Phone

8644276066

Tax Period

2024-04-01 to 2025-03-31

UNION ELKS LODGE 1321, founded in 1947, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Revenue surged 368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 41% operating margin.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY: TO RECOGNIZE A BELIEF IN GOD: TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS: TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM: TO CULTIVATE GOOD FELLOWSHIP

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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 $21,234

Program Service Revenue $0

Investment Income $16

Other Revenue $139,198

TOTAL REVENUE $160,448

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,779

Fundraising Expenses $0

Program Expenses $88,933

Other Expenses $55,974

TOTAL EXPENSES $94,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,448	$34,297	+3.7%
Expenses	$94,885	$106,123	-0.1%
Net Income	$65,563	$-71,826	-1.9%

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

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

$3,300

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICIA RAMONO	SECRETARY	2.00	Officer	$2,100	$0	$2,100
JULIE SUGGS	TREASURER	6.00	Officer	$1,200	$0	$1,200
JEFF LAWTER	ESQUIRE	2.00	Director	$0	$0	$0
BOBBY ROBINSON	CHAPLIN	2.00	Director	$0	$0	$0
TIM HENDERSON	TILER	2.00	Director	$0	$0	$0
CECIL PARKER	EXALTED RULER	15.00	Officer	$0	$0	$0
GEORGE PARKS	ESTEEMED LEADING KNIGHT	2.00	Officer	$0	$0	$0
SANDY MONTGUMERY	ESTEEMED LOYAL KNIGHT	2.00	Officer	$0	$0	$0
SONYA LAWTER	ESTEEMED LECTURING KNIGHT	2.00	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
2025	$160,448	$94,885	$205,372	$65,563
2024	$34,297	$106,123	$140,220	$-71,826
2023	$103,485	$85,559	$211,650	$17,926
2022	$113,312	$69,830	$193,508	$43,482
2021	$62,171	$60,850	$104,292	$1,321
2020	$94,440	$58,570	$111,288	$35,870
2019	$71,665	$72,585	$61,679	$-920

UNION ELKS LODGE 1321