OCALA ELKS ASSOCIATION INC (EIN 590913231) - 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

1958

Legal Domicile

Principal Officer

DAN HICKS

Phone

3527327091

Tax Period

2024-04-01 to 2025-03-31

OCALA ELKS ASSOCIATION INC, founded in 1958, is a small nonprofit that reported $675K in total revenue in fiscal year 2024. Expenses of $596K left a modest 12% surplus.

Mission

THE ELKS LODGE PROVIDES A FACILITY TO ITS MEMBERS FOR DINING AND ENTERTAINMENT PURPOSES. THE FACILITY IS ALSO USED FOR MEETINGS AND SOCIAL EVENTS FOR ITS MEMBERS.

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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 $195,670

Program Service Revenue $314,793

Investment Income $30,354

Other Revenue $134,216

TOTAL REVENUE $675,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,742

Fundraising Expenses $17,158

Program Expenses $425,253

Other Expenses $454,332

TOTAL EXPENSES $596,074

Year-over-Year Comparison

	2024	2023	Change
Revenue	$675,033	$664,648	+0.0%
Expenses	$596,074	$617,806	0.0%
Net Income	$78,959	$46,842	+0.7%

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

$16,623

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOBBI KASSICK	SECRETARY	15.00	Officer	$8,961	$0	$8,961
CONNIE DAVIS	TREASURER	15.00	Officer	$7,662	$0	$7,662
VINNIE CRISPINO	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN GAGE	TRUSTEE	2.00	Director	$0	$0	$0
ALAN MAY	TRUSTEE	2.00	Director	$0	$0	$0
BARBARA SHEPARD	TRUSTEE	2.00	Director	$0	$0	$0
DAVID CLAYTON	EXALTED RULE	2.00	Officer	$0	$0	$0
PATRICIA GILBERT	LOYAL KNIGHT	2.00	Officer	$0	$0	$0
DAN HICKS	CHAIRMAN	2.00	Officer	$0	$0	$0
CARLOS QUILES	LECTURING KN	2.00	Officer	$0	$0	$0
EMERY SHEPARD	LEADING KNIG	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	$675,033	$596,074	$1,810,619	$78,959
2024	$664,648	$617,806	$1,739,980	$46,842
2023	$992,188	$666,707	$1,707,223	$325,481
2022	$650,329	$596,843	$1,483,804	$53,486
2021	$596,617	$553,732	$1,472,800	$42,885
2020	$866,431	$942,275	$1,335,513	$-75,844
2019	$821,689	$828,624	$1,412,384	$-6,935

OCALA ELKS ASSOCIATION INC