Henderson Green Valley Elks 2802 (EIN 860861902) - 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

Legal Domicile

Principal Officer

Robert Marron

Phone

7025659959

Tax Period

2024-04-01 to 2025-03-31

Henderson Green Valley Elks 2802 is a micro nonprofit that reported $51K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $44K left a modest 13% surplus.

Mission

Elks invest in their communities through programs that help children grow up healthy and drug free, meet the needs of todays veterans, and improve the quality of life.

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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 $25,840

Program Service Revenue $0

Investment Income $1,204

Other Revenue $23,840

TOTAL REVENUE $50,884

Expense Breakdown

Grants Paid $10,367

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,367

Other Expenses $33,857

TOTAL EXPENSES $44,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,884	$43,577	+0.2%
Expenses	$44,224	$34,245	+0.3%
Net Income	$6,660	$9,332	-0.3%

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

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
James Weis	Trustee	15.00	Director	$0	$0	$0
Josh Sims	Trustee	15.00	Director	$0	$0	$0
Larry Knight	Trustee	15.00	Director	$0	$0	$0
William Wiseman	Treasurer	30.00	Officer	$0	$0	$0
DeAnn McDaniel	Secretary	25.00	Officer	$0	$0	$0
Kevin Weis	Vice President	15.00	Officer	$0	$0	$0
Robert Marron	President	30.00	Officer	$0	$0	$0
Lavell X Mosley	Vice President	15.00	Officer	$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	$50,884	$44,224	$241,932	$6,660
2024	$43,577	$34,245	$231,322	$9,332
2023	$31,156	$32,033	$222,039	$-877
2022	$14,482	$29,090	$222,550	$-14,608
2021	$11,754	$23,057	$236,926	$-11,303
2020	$26,827	$28,520	$264,936	$-1,693

Henderson Green Valley Elks 2802