BENEVOLENT & PROTECTIVE ORDER OF ELKS 909 (EIN 041079680) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1939

Legal Domicile

Principal Officer

DEREK BAUMANN

Phone

9784653721

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 909, founded in 1939, is a small nonprofit that reported $515K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $82K, a strong 16% operating margin.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $126,190

Program Service Revenue $0

Investment Income $4,292

Other Revenue $384,107

TOTAL REVENUE $514,589

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $125,939

Fundraising Expenses $0

Other Expenses $283,381

TOTAL EXPENSES $432,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514,589	$426,391	+0.2%
Expenses	$432,320	$398,514	+0.1%
Net Income	$82,269	$27,877	+2.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$16,700

Total Directors

$16,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE BROWN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
ERIC FISHER	SECRETARY	5.00	Officer Director	$9,200	$0	$9,200
DEREK BAUMANN	TREASURER	5.00	Officer Director	$7,500	$0	$7,500
DANIEL FAY	EXALTED RULER	5.00	Director	$0	$0	$0
ROBERT CRONIN	TRUSTEE	2.00	Director	$0	$0	$0
CHARLIE MACLEAN	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS KEAN	TRUSTEE	2.00	Director	$0	$0	$0
JOHN KORPUSIK	TRUSTEE	2.00	Director	$0	$0	$0
RICK BERARD	TRUSTEE	2.00	Director	$0	$0	$0
TONY MATHEWS	TRUSTEE	2.00	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	$514,589	$432,320	$993,592	$82,269
2024	$426,391	$398,514	$908,613	$27,877
2023	$374,229	$381,555	$836,685	$-7,326
2022	$380,512	$358,054	$836,433	$22,458
2021	$225,586	$220,750	$823,840	$4,836
2020	$324,307	$331,784	$791,438	$-7,477
2019	$285,430	$284,302	$818,759	$1,128
2019	$285,430	$284,302	$818,759	$1,128

BENEVOLENT & PROTECTIVE ORDER OF ELKS 909