WINCHESTER ELKS LODGE 2816 (EIN 611371334) - 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

2000

Legal Domicile

Principal Officer

PATIA HANLIN

Phone

8597712017

Tax Period

2023-04-01 to 2024-03-31

WINCHESTER ELKS LODGE 2816, founded in 2000, is a small nonprofit in the Community Improvement sector that reported $224K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Net assets of $527K represent 28 months of operating reserves.

Mission

TO RAISE MONEY FOR CHARITY AND SCHOLARSHIPS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $26,045

Program Service Revenue $0

Investment Income $3

Other Revenue $197,949

TOTAL REVENUE $223,997

Expense Breakdown

Grants Paid $57,400

Salaries & Benefits $32,764

Fundraising Expenses $0

Other Expenses $144,285

TOTAL EXPENSES $234,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,997	$325,101	-0.3%
Expenses	$234,449	$321,218	-0.3%
Net Income	$-10,452	$3,883	-3.7%

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

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
PATIA HANLIN	PRESIDENT	1.00	Officer	$0	$0	$0
GREG EARLYWINE	VICE PRESIDE	1.00	Officer	$0	$0	$0
DEWARD CONNER	TREASURER	1.00	Officer	$0	$0	$0
VIVIAN EARLYWINE	SECRETARY	1.00	Officer	$0	$0	$0
CHERYL HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
SAM WILLLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DELANA F JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
APRIL WILLOUGHBY	DIRECTOR	1.00	Director	$0	$0	$0
RAY HEFLIN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KEITH ADAMS	DIRECTOR	1.00	Director	$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	No data	No data	No data	No data
2024	$223,997	$234,449	$533,981	$-10,452
2022	$199,917	$186,888	$574,642	$13,029
2021	$133,453	$133,131	$562,663	$322

WINCHESTER ELKS LODGE 2816