WYOMING ELKS CHARITABLE & BENEVOLEN TRUST (EIN 742379318) - 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

1988

Legal Domicile

Principal Officer

HEIDI ROBINSON

Phone

3078512310

Tax Period

2024-05-01 to 2025-04-30

WYOMING ELKS CHARITABLE & BENEVOLEN TRUST, founded in 1988, is a small nonprofit in the Human Services sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $165K, a strong 80% operating margin.

Mission

TO HELP NEEDY YOUTH OF WYOMING

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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 $73,094

Program Service Revenue $0

Investment Income $135,199

Other Revenue $-2,334

TOTAL REVENUE $205,959

Expense Breakdown

Grants Paid $41,108

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,108

Other Expenses $0

TOTAL EXPENSES $41,108

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,959	$91,995	+1.2%
Expenses	$41,108	$38,238	+0.1%
Net Income	$164,851	$53,757	+2.1%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
GREG FLESVIG	5 YR TRUSTEE	2.00	Director	$0	$0	$0
JERRY FRITZ	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF GREAHAM	3RD VICE PRE	2.00	Officer Director	$0	$0	$0
SHANE GREEN	WEST TRUSTEE	2.00	Director	$0	$0	$0
BARBETTE HERNANDEZ	1 YR TRUSTEE	2.00	Director	$0	$0	$0
LAURA LAUGHLIN	4 YR TRUSTEE	2.00	Director	$0	$0	$0
HEIDI ROBINSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES ROBINSON	WEST TRUSTEE	2.00	Director	$0	$0	$0
ROBERT SENITTE	TREASURER	2.00	Officer Director	$0	$0	$0
ERIC SHARP	1ST VICE PRE	2.00	Officer Director	$0	$0	$0
BRAD SMITH	2 YR TRUSTEE	2.00	Director	$0	$0	$0
REX TOLLMAN	3 YR TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL TRUJILLO	2ND VICE PRE	2.00	Officer 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	$205,959	$41,108	$2,073,749	$164,851
2024	$91,995	$38,238	$1,881,321	$53,757
2023	$129,160	$34,937	$1,673,028	$94,223
2022	$207,945	$49,255	$1,671,047	$158,690
2021	$125,169	$45,354	$1,731,849	$79,815
2020	$188,507	$46,029	$1,333,117	$142,478
2019	$140,279	$31,708	$1,302,059	$108,571

WYOMING ELKS CHARITABLE & BENEVOLEN TRUST