TOCCOA ELKS LODGE 1820 (EIN 580605201) - 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

1950

Legal Domicile

Principal Officer

JULIA BURTON

Phone

7068866531

Tax Period

2024-04-01 to 2025-03-31

TOCCOA ELKS LODGE 1820, founded in 1950, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $952K represent 40 months of operating reserves.

Mission

THE LODGE IS A FRATERNAL ORDER THAT SUPPORT VARIOUS LOCAL CHARITIES AND CAUSES INCLUDING VETERAN SUPPORT, CHILDRENS HOOP SHOOT, FLAG DAY SERVICES, THE ELKS NATIONAL FOUNDATION THAT PROVIDES SCHOLARSHIPS AND THE GEORGIA ELKS AIDMORE CHILDRENS CENTER THAT SERVES AT RISK CHILDREN

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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 $90,888

Program Service Revenue $0

Investment Income $0

Other Revenue $195,123

TOTAL REVENUE $286,011

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,063

Fundraising Expenses $963

Program Expenses $270,165

Other Expenses $253,247

TOTAL EXPENSES $285,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,011	$431,284	-0.3%
Expenses	$285,417	$265,962	+0.1%
Net Income	$594	$165,322	-1.0%

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

N/A

Employees

N/A

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
JULIA BURTON	PRESIDENT	10.00	Officer	$0	$0	$0
JEFF LAIRD	TREASURER	5.00	Officer	$0	$0	$0
CYNDI RUSSELL	SECRETARY	0.00	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	$286,011	$285,417	$1,352,139	$594
2024	$431,284	$265,962	$1,131,336	$165,322
2023	$277,989	$248,718	$808,109	$29,271
2022	$380,960	$233,669	$917,620	$147,291
2021	$299,882	$191,402	$798,638	$108,480
2020	$161,082	$172,286	$693,793	$-11,204
2019	$180,626	$146,300	$690,761	$34,326

TOCCOA ELKS LODGE 1820