Benevolent & Protective Order of Elks 902 (EIN 041079615) - 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

1904

Legal Domicile

Principal Officer

David Donoghue

Phone

4135388895

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks 902, founded in 1904, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Expenses of $247K exceeded revenue, resulting in a 12% operating deficit.

Mission

Support local and state charities of various types.

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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 $49,302

Program Service Revenue $36,387

Investment Income $1

Other Revenue $134,382

TOTAL REVENUE $220,072

Expense Breakdown

Grants Paid $8,500

Salaries & Benefits $46,338

Fundraising Expenses $0

Program Expenses $204,349

Other Expenses $192,577

TOTAL EXPENSES $247,415

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,072	$210,539	+0.0%
Expenses	$247,415	$211,327	+0.2%
Net Income	$-27,343	$-788	+33.7%

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

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cornelia M Consedine	Treasurer	5.00	Officer	$6,000	$0	$6,000
Aliza Pluta	Secretary	5.00	Officer	$6,000	$0	$6,000
David Donoghue	Exalted Ruler	0.00	Officer Director	$0	$0	$0
Ronald Barsalou	Trustee	0.00	Officer Director	$0	$0	$0
John T OConnell	Trustee	0.00	Officer Director	$0	$0	$0
Anthony Pluta	Trustee	0.00	Officer Director	$0	$0	$0
Anita Barsalou	Trustee	0.00	Officer Director	$0	$0	$0
William Foss	Esteemed Lecturing Knight	0.00	Officer Director	$0	$0	$0
James Rossmeisl	Trustee	0.00	Officer Director	$0	$0	$0
Jill Tellier	Esteemed Loyal Knight	0.00	Officer Director	$0	$0	$0
Sal Canata	Esteemed Leading Knight	0.00	Officer Director	$0	$0	$0
Shelly Whelihan	Inner Guard	0.00	Officer	$0	$0	$0
Patricia Pluta	Chaplain	0.00	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	$220,072	$247,415	$226,052	$-27,343
2024	$210,539	$211,327	$258,255	$-788
2023	$193,293	$188,506	$263,661	$4,787
2022	$260,439	$178,140	$332,270	$82,299
2021	$117,286	$168,709	$305,693	$-51,423
2020	$255,847	$267,052	$362,794	$-11,205
2019	$359,079	$307,044	$393,140	$52,035

Benevolent & Protective Order of Elks 902