South Lake Elks Lodge 1848

EIN: 590699166

Clermont, FL

Total Revenue
$417,574
Total Expenses
$425,939
Total Assets
$628,391
Net Assets
$328,159
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
FL
Principal Officer
Mendy Bacon
Phone
3529894079
Tax Period
2024-04-01 to 2025-03-31

South Lake Elks Lodge 1848, founded in 1995, is a small nonprofit that reported $418K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

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 to perpetuate itself as a fraternal organization, and to provide for its government, the Benevolent and Protective Order of Elks of the United States of America will serve the people and communities through benevolent programs, demonstrating that Elks Care and Elks Share.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,344
Program Service Revenue $300,403
Investment Income $0
Other Revenue $-4,173
TOTAL REVENUE $417,574

Expense Breakdown

Grants Paid $54,119
Salaries & Benefits $132,757
Fundraising Expenses $0
Other Expenses $239,063
TOTAL EXPENSES $425,939

Year-over-Year Comparison

2024 2023 Change
Revenue $417,574 $528,255 -0.2%
Expenses $425,939 $537,479 -0.2%
Net Income $-8,365 $-9,224 -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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Governance

Voting Members
7
Independent Members
648
Employees
9
Volunteers
648

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
5
$8,876
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Aimee Sheperd Secretary 30.00
Officer
$6,567 $0 $6,567
Robert Plumb Treasurer 35.00
Officer
$2,309 $0 $2,309
Russell Smith Chairman 20.00
Director
$0 $0 $0
Dick Rocha Trustee 5.00
Director
$0 $0 $0
Megan Robinson President 15.00
Officer
$0 $0 $0
Pam Batchelor Vice President 25.00
Officer
$0 $0 $0
Rick Batchelor Trustee 20.00
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 $417,574 $425,939 $628,391 $-8,365
2024 $528,255 $537,479 $673,478 $-9,224
2023 $435,679 $437,218 $704,505 $-1,539
2022 $370,539 $364,269 $633,470 $6,270
2021 $351,622 $293,429 $622,258 $58,193
2020 $360,378 $374,804 $570,168 $-14,426
2019 $222,699 $194,681 $597,101 $28,018
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