DEEP CREEK ELKS LODGE 2763 (EIN 650310937) - 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

1991

Legal Domicile

Principal Officer

WILLIAM CHESEN

Phone

9417646925

Tax Period

2024-04-01 to 2025-03-31

DEEP CREEK ELKS LODGE 2763, founded in 1991, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024.

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $98,872

Program Service Revenue $823,120

Investment Income $713

Other Revenue $115,892

TOTAL REVENUE $1,038,597

Expense Breakdown

Grants Paid $10,600

Salaries & Benefits $21,952

Fundraising Expenses $53,727

Program Expenses $735,907

Other Expenses $988,510

TOTAL EXPENSES $1,021,062

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,038,597	$1,084,820	0.0%
Expenses	$1,021,062	$1,082,477	-0.1%
Net Income	$17,535	$2,343	+6.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRUMAN BASS	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM CHESEN	TRUSTEE	4.00	Director	$0	$0	$0
LINDA DESCHAMPS	CHAPLAIN	2.00	Officer Director	$0	$0	$0
RICHARD DESCHAMPS	ESQUIRE	2.00	Officer Director	$0	$0	$0
KATHY GARCIA	EST LEADING	10.00	Officer Director	$0	$0	$0
SCOTT HELGELAND	EXALTED RULE	7.00	Officer Director	$0	$0	$0
STEPHANIE HELGELAND	SECRETARY	30.00	Officer Director	$0	$0	$0
GREGORY JOHNSTON	EST LECTURIN	1.00	Officer Director	$0	$0	$0
JED KOONTZ	TRUSTEE	3.00	Director	$0	$0	$0
JOE LIBERATORE	TRUSTEE	4.00	Director	$0	$0	$0
TOM MCCLAIN	EST LOYAL KN	1.00	Officer Director	$0	$0	$0
KEVIN SETCHELL	INNER GUARD	1.00	Officer Director	$0	$0	$0
RICK SMITH	TRUSTEE	4.00	Director	$0	$0	$0
CHERYL USOWICZ	TILER	2.00	Officer Director	$0	$0	$0
PAMELA SETCHELL	TREASURER	25.00	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	$1,038,597	$1,021,062	$736,741	$17,535
2024	$1,084,820	$1,082,477	$753,354	$2,343
2023	$1,086,540	$1,027,852	$777,032	$58,688
2022	$905,560	$864,195	$721,903	$41,365
2021	$484,802	$509,337	$676,372	$-24,535
2020	$785,960	$719,905	$716,403	$66,055
2019	$721,655	$679,915	$656,421	$41,740

DEEP CREEK ELKS LODGE 2763