BENEVOLENT & PROTECTIVE ORDER OF ELKS 1309 (EIN 041079530) - 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

1915

Legal Domicile

Principal Officer

CHARLES SUMMIT

Phone

9789229608

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1309, founded in 1915, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 559% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 84% operating margin.

Mission

TO PROVIDE AN ENVIRONMENT FOR MEMBERS TO CONGREGATE WHILE ALSO PROVIDING CHARITABLE BENEFITS TO THE COMMUNITY.

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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 $728,777

Program Service Revenue $36,069

Investment Income $1,789,524

Other Revenue $234,230

TOTAL REVENUE $2,788,600

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,258

Fundraising Expenses $0

Other Expenses $307,351

TOTAL EXPENSES $432,609

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,788,600	$423,225	+5.6%
Expenses	$432,609	$445,976	0.0%
Net Income	$2,355,991	$-22,751	-104.6%

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

522

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

$20,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SLINEY	EXALTED RULE	2.00	Officer Director	$0	$0	$0
ROBERT LAWS	1 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
JOHN FINKENZELLER	2 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
PAUL BEAULIER	3 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
DANIEL DAILEY	SECRETARY	3.00	Officer	$10,000	$0	$10,000
CHARLES SUMMIT	TREASURER	3.00	Officer	$10,000	$0	$10,000
LONNY HOGAN	ORGANIST	2.00	Officer	$0	$0	$0
BONNIE AMORE	5 YR TRUSTEE	2.00	Officer Director	$0	$0	$0
RACHEL LESSARD	TYLER	2.00	Officer	$0	$0	$0
KENNETH CROWLEY	ESTEEMED LOY	2.00	Officer Director	$0	$0	$0
VITO PISCITELLO	4 YEAR TRUST	2.00	Officer Director	$0	$0	$0
EDWARD VICK	ESQUIRE	2.00	Officer	$0	$0	$0
DANIELLE DIPALMA	CHAPLAN	2.00	Officer	$0	$0	$0
CINDY RIPLEY	ESTEEMED LEC	2.00	Officer Director	$0	$0	$0
MARK LYONS	INNER GUARD	2.00	Officer	$0	$0	$0
KATIE GALLANT	ESTEEMED LEA	2.00	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	$2,788,600	$432,609	$3,458,894	$2,355,991
2024	$423,225	$445,976	$1,460,406	$-22,751
2023	$386,362	$409,014	$784,382	$-22,652
2022	$326,507	$310,680	$811,326	$15,827
2021	$205,225	$207,653	$802,146	$-2,428
2020	$321,751	$333,308	$830,317	$-11,557
2019	$325,189	$332,941	$887,696	$-7,752

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1309