LAKE STOCKTON ELKS LODGE #2858 (EIN 800305239) - 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

2009

Legal Domicile

Tax Period

2019-04-01 to 2020-03-31

LAKE STOCKTON ELKS LODGE #2858, founded in 2009, is a micro nonprofit that reported $40K in total revenue in fiscal year 2019. Revenue decreased 8% compared to the prior year. Expenses of $45K exceeded revenue, resulting in a 12% operating deficit.

Mission

SUBORDINATE LODGE OPERATING UNDER THE STATUTES, RULES AND REGULATIONS OF THE BENEVOLENT PROTECTIVE ORDER OF THE ELKS OF THE UNITED STATES OF AMERICA. PERFORMING CHARITABLE WORKS FOR VETERANS, YOUTH AND FOSTER FRATERNITY WITH 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 (2019)

Revenue Breakdown

Contributions & Grants $17,066

Program Service Revenue $0

Investment Income $27

Other Revenue $22,866

TOTAL REVENUE $39,959

Expense Breakdown

Grants Paid $466

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,700

Other Expenses $44,135

TOTAL EXPENSES $44,601

Year-over-Year Comparison

	2019	2018	Change
Revenue	$39,959	$43,208	-0.1%
Expenses	$44,601	$33,929	+0.3%
Net Income	$-4,642	$9,279	-1.5%

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

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
DENISE RUSSO	EXHAULTED RULER	5.00	Officer Director	$0	$0	$0
PATRICK WIMSATT	LEADING KNIGHT	0.00	Officer Director	$0	$0	$0
MICHAEL COOTS	LOYAL KNIGHT	0.00	Officer Director	$0	$0	$0
CARIE DAWES	SECRETARY	0.00	Officer Director	$0	$0	$0
PHYLLIS MCGINTY	TREASURER	0.00	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
2020	$39,959	$44,601	$155,385	$-4,642

LAKE STOCKTON ELKS LODGE #2858