Lakewood Elks Home Inc (EIN 840762394) - 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

1966

Legal Domicile

Principal Officer

Don Calahan

Phone

3032381307

Tax Period

2023-04-01 to 2024-03-31

Lakewood Elks Home Inc, founded in 1966, is a small nonprofit that reported $180K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $49K, a strong 27% operating margin.

Mission

ERECTING, OPERATING AND MAINTAINING HOME OR LODGE BUILDING AND RELATED BUILDINGS FOR LAKEWOOD ELKS NO. 1777 AND TO OWN, PURCHASE, SELL AND LEASE REAL ESTATE NECESSARY TO ACCOMPLISH THIS PURPOSE

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $76,393

Other Revenue $103,258

TOTAL REVENUE $179,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $130,450

TOTAL EXPENSES $130,450

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,651	$123,132	+0.5%
Expenses	$130,450	$111,030	+0.2%
Net Income	$49,201	$12,102	+3.1%

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
Chuck Chavez	Director	4.00	Director	$0	$0	$0
Jerry Hilton	Director	4.00	Director	$0	$0	$0
Mark Preston	Director	4.00	Director	$0	$0	$0
Don Calahan	President/Sec	4.00	Director	$0	$0	$0
Rich Harris	Treasurer	4.00	Director	$0	$0	$0
Anne Schuller	Director	4.00	Director	$0	$0	$0
Carol Calahan	Director	4.00	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	$179,651	$130,450	$1,166,382	$49,201
2023	$123,132	$111,030	$1,117,151	$12,102
2022	$138,639	$95,253	$1,105,049	$43,386
2021	$69,212	$123,508	$1,061,706	$-54,296
2020	$59,223	$102,205	$1,116,701	$-42,982
2019	$614,828	$100,476	$1,159,136	$514,352

Lakewood Elks Home Inc