BENEVOLENT & PROTECTIVE ORDER OF ELKS LEBANON 2099 (EIN 020256825) - 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

1960

Legal Domicile

Principal Officer

SCOTT MERRIHEW

Phone

6034489828

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS LEBANON 2099, founded in 1960, is a small nonprofit in the Mutual Benefit sector that reported $439K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $135K, a strong 31% operating margin.

Mission

THE ORGANIZATION IS A MEMBER OF THE NATIONAL FRATERNAL LODGE ASSOCIATION OF ELKS AND AS SUCH PARTICIPATES IN SOCIAL AND COMMUNITY SUPPORT PROGRAMS AND THOSE OF THE GRAND LODGE.

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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 $75,919

Program Service Revenue $0

Investment Income $46,121

Other Revenue $317,174

TOTAL REVENUE $439,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,087

Fundraising Expenses $0

Other Expenses $229,302

TOTAL EXPENSES $304,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$439,214	$404,548	+0.1%
Expenses	$304,389	$324,762	-0.1%
Net Income	$134,825	$79,786	+0.7%

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

208

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

$8,000

Total Directors

$8,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT MERRIHEW	Treasurer	10.00	Officer Director	$4,000	$0	$4,000
KATHRYN FARRELL	Secretary	10.00	Officer Director	$4,000	$0	$4,000
MARY MERRIHEW	3 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
ANITA JACKSON	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
PAUL GRANT	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER FARRELL	LECTURE KNIGHT	2.00	Officer Director	$0	$0	$0
RICK BERQUIST	1 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
PATRICK CORSNEY	2 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
KATHLEEN AUDETTE	EXALTED RULER	2.00	Officer Director	$0	$0	$0
THOMAS M VALLEY	4 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
ROBERT TEETER	5 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
RON AUDETTE	INNER GUARD	2.00	Officer	$0	$0	$0
DOUG MAYNARD	TILER	2.00	Officer	$0	$0	$0
DORI WALLACE	CHAPLIN	2.00	Officer	$0	$0	$0
RODNEY DUFF SR	ESQUIRE	2.00	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	$439,214	$304,389	$2,157,015	$134,825
2024	$404,548	$324,762	$2,017,043	$79,786
2023	$310,470	$231,236	$1,942,915	$79,234
2022	$307,927	$239,091	$1,852,252	$68,836
2020	$277,790	$236,879	$831,135	$40,911
2019	$181,656	$263,966	$825,580	$-82,310

BENEVOLENT & PROTECTIVE ORDER OF ELKS LEBANON 2099