Englewood Elks Lodge #2122 (EIN 840486888) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

Brad Chadez

Phone

3037810257

Tax Period

2023-04-01 to 2024-03-31

Englewood Elks Lodge #2122, founded in 1959, is a micro nonprofit that reported $43K in total revenue in fiscal year 2023. Revenue surged 109% from the prior year, signaling strong growth momentum. Expenses of $99K exceeded revenue, resulting in a 129% operating deficit.

Mission

To carry on fraternal activities under the Lodge system for benevolent and charitable purposes

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,060

Program Service Revenue $135

Investment Income $12,918

Other Revenue $-30

TOTAL REVENUE $43,083

Expense Breakdown

Grants Paid $9,525

Salaries & Benefits $18,197

Fundraising Expenses $0

Other Expenses $70,882

TOTAL EXPENSES $98,604

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,083	$20,648	+1.1%
Expenses	$98,604	$69,476	+0.4%
Net Income	$-55,521	$-48,828	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

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

$16,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brad Chadez	Exalted Ruler	30.00	Officer	$0	$0	$0
Vacant	Leading Knight	2.00	Officer	$0	$0	$0
Mark Brady	Loyal Knight	2.00	Officer	$0	$0	$0
Chris Blakely	Lecturing Knight	2.00	Officer	$0	$0	$0
Kerry Bush	Secretary	20.00	Officer	$8,800	$0	$8,800
Cathy Tucker	Treasurer	20.00	Officer	$7,800	$0	$7,800
Julie Blakely	Trustee	2.00	Director	$0	$0	$0
Shelly Blakely	Trustee	2.00	Director	$0	$0	$0
Gary McDaniel	Trustee	2.00	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	$43,083	$98,604	$1,921,266	$-55,521
2023	$20,648	$69,476	$1,971,314	$-48,828
2022	$134,083	$192,304	$2,020,142	$-58,221
2021	$135,074	$185,467	$485,752	$-50,393
2020	$95,160	$174,638	$478,891	$-79,478

Englewood Elks Lodge #2122