BENEVOLENT & PROTECTIVE ORDER OF ELKS 2226 (EIN 020277615) - 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

1961

Legal Domicile

Principal Officer

ROBERT BARRETT

Phone

6038987941

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 2226, founded in 1961, is a small nonprofit that reported $547K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $150K, a strong 27% operating margin.

Mission

TO SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT 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 $67,161

Program Service Revenue $0

Investment Income $138,964

Other Revenue $340,867

TOTAL REVENUE $546,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,703

Fundraising Expenses $0

Other Expenses $344,948

TOTAL EXPENSES $396,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$546,992	$481,129	+0.1%
Expenses	$396,651	$377,719	+0.1%
Net Income	$150,341	$103,410	+0.5%

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

200

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

$21,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BARRETT	Treasurer	15.00	Officer	$10,500	$0	$10,500
LAURIE SHEPARD	Secretary	10.00	Officer	$10,500	$0	$10,500
BILL CAWTHRON	exalted ruler	20.00	Officer Director	$0	$0	$0
KEVIN S BEAN	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
JUDY WILLIAMS	TRUSTEE 2 YR	8.00	Officer Director	$0	$0	$0
MALCOM YOUNG JR	LEAD KNIGHT	10.00	Officer Director	$0	$0	$0
CHRIS LERICHE	TRUSTEE 1 YR	8.00	Officer Director	$0	$0	$0
RENEE ROSS	LECTURE KNIGHT	10.00	Officer Director	$0	$0	$0
ED HUMINICK	TRUSTEE 3 YR	8.00	Officer Director	$0	$0	$0
PAUL HEBERT	TRUSTEE 5 YR	8.00	Officer Director	$0	$0	$0
THOMAS WHITING	TRUSTEE 4 YR	8.00	Officer Director	$0	$0	$0
DENISE HUMINICK	CHAPLIN	0.50	Officer	$0	$0	$0
STEVEN SHEPARD PER	ESQUIRE	0.50	Officer	$0	$0	$0
ANGELA BEAUREGARD	TILER	1.00	Officer	$0	$0	$0
MEGAN ARLITT	INNER GUARD	0.50	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	$546,992	$396,651	$1,085,890	$150,341
2024	$481,129	$377,719	$935,082	$103,410
2023	$476,140	$361,836	$813,458	$114,304
2022	$429,951	$286,624	$697,817	$143,327
2021	$259,299	$198,089	$525,791	$61,210
2020	$309,149	$301,469	$468,268	$7,680
2019	$326,572	$301,602	$448,618	$24,970

BENEVOLENT & PROTECTIVE ORDER OF ELKS 2226