BENEVOLENT & PROTECTIVE ORDER OF ELKS #146 (EIN 020162145) - 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

1921

Legal Domicile

Principal Officer

MARLENE LEIN

Phone

6038609635

Tax Period

2022-04-01 to 2023-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #146, founded in 1921, is a small nonprofit that reported $164K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $182K exceeded revenue, resulting in a 11% operating deficit.

Mission

HELP THE COMMUNITY AND RAISE MONEY FOR HELPING THE LESS FORTUNATE

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $18,833

Investment Income $0

Other Revenue $145,062

TOTAL REVENUE $163,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,873

Fundraising Expenses $0

Other Expenses $155,809

TOTAL EXPENSES $181,682

Year-over-Year Comparison

	2022	2021	Change
Revenue	$163,895	$295,829	-0.4%
Expenses	$181,682	$317,277	-0.4%
Net Income	$-17,787	$-21,448	-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

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

$10,048

Total Directors

$10,048

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLENE LEIN	EXALTED RULER	10.00	Officer Director	$0	$0	$0
PATRICIA KISSELBURG	LEADING KNIGHT	10.00	Officer Director	$0	$0	$0
RAY GREENLAW	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
KATHY FREEMAN	LECTURING KNIGHT	10.00	Officer Director	$0	$0	$0
DAWN JENNERJOHN	SECRETARY	10.00	Officer Director	$0	$0	$0
BRIANA FERRAGAMO	TREASUER	10.00	Officer Director	$978	$0	$978
ADAM SWIFT	1 YEAR TRUSTEE	10.00	Officer Director	$0	$0	$0
RICH HUMES	2 YEAR TRUSTEE	10.00	Officer Director	$795	$0	$795
KATHIE MORRIS	3 YEAR TRUSTEE	10.00	Officer Director	$0	$0	$0
LINDA MUIR	CHAPLIN	10.00	Officer Director	$0	$0	$0
GEORGE MUIR	INNER GUARD	10.00	Officer Director	$0	$0	$0
TRACEY McCLELLAND	TILER	40.00	Officer Director	$8,275	$0	$8,275
ESQUIRE	RICHARD FREEMAN	10.00	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
2023	$163,895	$181,682	$-13,004	$-17,787
2023	$163,895	$181,682	No data	$-17,787
2022	$295,829	$317,277	$7,944	$-21,448
2022	$295,829	$317,277	No data	$-21,448
2021	$109,329	$148,192	No data	$-38,863

BENEVOLENT & PROTECTIVE ORDER OF ELKS #146