ROSEVILLE LODGE NO 2248

EIN: 941527367

ROSEVILLE, CA

Total Revenue
$273,362
Total Expenses
$275,905
Total Assets
$1,792,104
Net Assets
$650,624
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
CA
Principal Officer
MONICA COSTELLO
Phone
9167834515
Tax Period
2024-04-01 to 2025-03-31

ROSEVILLE LODGE NO 2248, founded in 1962, is a small nonprofit that reported $273K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $651K represent 29 months of operating reserves.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $87,551
Investment Income $10
Other Revenue $185,801
TOTAL REVENUE $273,362

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $275,905
TOTAL EXPENSES $275,905

Year-over-Year Comparison

2024 2023 Change
Revenue $273,362 $233,390 +0.2%
Expenses $275,905 $203,237 +0.4%
Net Income $-2,543 $30,153 -1.1%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
7
Independent Members
7
Employees
10
Volunteers
10

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
6
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE DREILING TRUSTEE 2.00
Director
$0 $0 $0
JEREMY DUBOIS TRUSTEE 2.00
Director
$0 $0 $0
WALTER FLATT TRUSTEE 2.00
Director
$0 $0 $0
SHANNON MCCANN TRUSTEE 2.00
Director
$0 $0 $0
JOHN VERTIDO TRUSTEE 2.00
Director
$0 $0 $0
TRACY COONEY TREASURER 10.00
Officer
$0 $0 $0
MONICA COSTELLO SECRETARY 10.00
Officer
$0 $0 $0
LESLEY DALE LEADING KNIG 5.00
Officer
$0 $0 $0
GAYLE HERRING LECTURING KN 5.00
Officer
$0 $0 $0
STAN HULS LOYAL KNIGHT 5.00
Officer
$0 $0 $0
HEATHER SHERK EXALTED RULE 5.00
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 $273,362 $275,905 $1,792,104 $-2,543
2024 $233,390 $203,237 $1,721,784 $30,153
2023 $234,368 $185,987 $1,591,017 $48,381
2022 $297,743 $258,219 $1,584,121 $39,524
2021 $146,112 $116,951 $1,440,627 $29,161
2020 $177,872 $161,716 $1,215,835 $16,156
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