WASHINGTON STATE ELKS ASSOCIATION CHARITABLE TRUST (EIN 943195000) - 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

1994

Legal Domicile

Principal Officer

STEVEN SCHOLZ

Phone

2064726223

Tax Period

2024-07-01 to 2025-06-30

WASHINGTON STATE ELKS ASSOCIATION CHARITABLE TRUST, founded in 1994, is a small nonprofit in the Education sector that reported $397K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $341K left a modest 14% surplus.

Mission

SUPPORT ELKS CHARITABLE PROGRAMS

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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 $345,701

Program Service Revenue $0

Investment Income $51,390

Other Revenue $0

TOTAL REVENUE $397,091

Expense Breakdown

Grants Paid $203,996

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $285,906

Other Expenses $137,396

TOTAL EXPENSES $341,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,091	$829,006	-0.5%
Expenses	$341,392	$344,837	0.0%
Net Income	$55,699	$484,169	-0.9%

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
MICHAEL DAHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT RAINEY	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
STEVEN J SCHOLZ	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT FINLEY	TREASURER	1.00	Officer Director	$0	$0	$0
LANA DAVICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BENJAMIN BRADIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT KNIGHT	VICE PRESIDENT	1.00	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	$397,091	$341,392	$2,696,570	$55,699
2024	$829,006	$344,837	$2,504,375	$484,169
2023	$346,594	$313,651	$1,849,040	$32,943
2022	$470,051	$348,589	$1,639,993	$121,462
2021	$433,509	$378,866	$1,777,657	$54,643
2020	$657,122	$288,481	$1,299,664	$368,641
2019	$386,675	$573,034	$883,730	$-186,359

WASHINGTON STATE ELKS ASSOCIATION CHARITABLE TRUST