UTAH ELKS ASSOCIATION BENEVOLENT TR C/O SUSAN SOMERS SHURTLIFF (EIN 870373050) - 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

Principal Officer

BRIAN LINDSAY

Phone

8016314127

Tax Period

2024-04-01 to 2025-03-31

UTAH ELKS ASSOCIATION BENEVOLENT TR C/O SUSAN SOMERS SHURTLIFF is a small nonprofit in the Human Services sector that reported $187K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $31K, a strong 16% operating margin.

Mission

UTAH ELKS ASSOCIATION BENEVOLENT TRUST FUND PROVIDES ASSISTANCE TO VARIOUS INDIVIDUAL ELKS WITH MEDICAL NEEDS AND PERSONAL ASSISTANCE OUTSIDE THE ELKS ORGANIZATION AND IN OUR COMMUNITIES. WE ALSO HELP FUND THE SALT LAKE EDUCATION FOUNDATION'S PRESCHOOL PROGRAM FOR CHILDREN WITH DISABILITIES, AND VARIOUS SCHOLARSHIPS. THE TRUST HAS PROVIDED FINANCIAL AID FOR VETERAN'S MEMORIALS, DISABILITY AIDS, AND VETERAN'S PROGRAMS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $89,235

Program Service Revenue $0

Investment Income $97,575

Other Revenue $0

TOTAL REVENUE $186,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $156,240

Other Expenses $156,240

TOTAL EXPENSES $156,240

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,810	$163,448	+0.1%
Expenses	$156,240	$39,642	+2.9%
Net Income	$30,570	$123,806	-0.8%

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

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
BRIAN LINDSAY	TREASURER	N/A	Officer	$0	$0	$0
MICHELLE	SECRETARY	N/A	Officer	$0	$0	$0
SUSAN S SHURTLIFF	CHAIRMAN	N/A	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	$186,810	$156,240	$1,684,381	$30,570
2024	$163,448	$39,642	$1,699,470	$123,806
2023	$160,327	$182,714	$1,381,244	$-22,387
2022	$321,137	$174,238	$1,543,169	$146,899
2021	$178,525	$154,509	$1,566,913	$24,016

UTAH ELKS ASSOCIATION BENEVOLENT TR C/O SUSAN SOMERS SHURTLIFF