OKMULGEE ELKS LODGE 1822

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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

Legal Domicile

Phone

9187560435

Tax Period

2021-04-01 to 2022-03-31

OKMULGEE ELKS LODGE 1822 is a small nonprofit that reported $135K in total revenue in fiscal year 2021. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $53K, a strong 39% operating margin.

Mission

TO INCULATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY. TO PROMOTE GOOD FELLOWSHIP. TO PERETUATE ITSELF AS A FATERNAL ORGANIZATION TO MEMBERS AND THE COMMUNITY THROUGH BENEVOLENT AND CHARITABLE PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $81,605

Promotion of functions to fullfill the mission of the organization by providing benevolent and charitable programs to the community.

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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 (2021)

Revenue Breakdown

Contributions & Grants $27,402

Program Service Revenue $0

Investment Income $3,630

Other Revenue $103,727

TOTAL REVENUE $134,759

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,294

Fundraising Expenses $0

Program Expenses $81,605

Other Expenses $43,311

TOTAL EXPENSES $81,605

Year-over-Year Comparison

	2021	2020	Change
Revenue	$134,759	$163,782	-0.2%
Expenses	$81,605	$154,452	-0.5%
Net Income	$53,154	$9,330	+4.7%

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

345

Independent Members

345

Employees

Volunteers

345

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	Role	Reportable Comp	Other Comp	Total
BOB HAMRICK	EXALTED RULER	Officer Director	$0	$0	$0
JAMES SIER	LEADING KNOGHT	Officer Director	$0	$0	$0
ANTHONY MOSS	LOYAL KNIGHT	Officer Director	$0	$0	$0
LISA LAUGHLIN	LECTURINGKNIGHT	Officer Director	$0	$0	$0
NATHANIEL MOSS	ESQUIRE	Officer Director	$0	$0	$0
CARRIE STEVENSON	INNER GUARD	Officer Director	$0	$0	$0
SAM FLEMING	TILER	Officer Director	$0	$0	$0
KEVIN ARNOLD	CHAPLIN	Officer Director	$0	$0	$0
BRANDON BIDDLE	Trustee	Officer Director	$0	$0	$0
DUSTIN GOLIGHTLY	Trustee	Officer Director	$0	$0	$0
ELANA MILLER	Trustee	Officer Director	$0	$0	$0
STEVE WARD	Trustee	Officer Director	$0	$0	$0
SHARON SIBERT	Secretary	Officer Director	$0	$0	$0
NELSON REEDER	Treasurer	Officer Director	$0	$0	$0
KEVIN JOHNSON	Trustee	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
2022	$134,759	$81,605	$719,129	$53,154
2021	$132,750	$154,452	$696,776	$-21,702