Alaska State Elks Association Charitable Trust (EIN 926026104) - 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

1971

Legal Domicile

Phone

4052498422

Tax Period

2024-06-01 to 2025-05-31

Alaska State Elks Association Charitable Trust, founded in 1971, is a small nonprofit in the Education sector that reported $860K in total revenue in fiscal year 2024. The organization ran a surplus of $468K, a strong 54% operating margin.

Mission

Provide for charitable education and other programs within IRS (C)(3) sponsored by Alaska State Elks

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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 $232,538

Program Service Revenue $94,520

Investment Income $504,579

Other Revenue $28,624

TOTAL REVENUE $860,261

Expense Breakdown

Grants Paid $154,210

Salaries & Benefits $7,500

Fundraising Expenses $0

Program Expenses $245,948

Other Expenses $230,153

TOTAL EXPENSES $391,863

Year-over-Year Comparison

	2024	2023	Change
Revenue	$860,261	$891,665	0.0%
Expenses	$391,863	$514,485	-0.2%
Net Income	$468,398	$377,180	+0.2%

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
Jon Lowrance	Trustee	1.00	Director	$0	$0	$0
Lori T Lynch	Trustee	1.00	Director	$0	$0	$0
Jon Shennett	Trustee	1.00	Director	$0	$0	$0
Alvin Nagel	Trustee Chairman	3.00	Officer Director	$0	$0	$0
Jan Jonker	CTF SecretaryTreasurer	2.00	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
2025	$860,261	$391,863	$6,908,509	$468,398
2024	$891,665	$514,485	$6,440,855	$377,180
2023	$446,616	$378,538	$5,353,059	$68,078
2022	$751,666	$274,511	$5,395,117	$477,155
2021	$697,040	$178,727	$5,557,676	$518,313
2020	$160,116	$307,779	$4,068,113	$-147,663
2019	$399,999	$262,983	$4,115,622	$137,016

Alaska State Elks Association Charitable Trust