Benevolent & Protective Order of Elks 0997 (EIN 041079695) - 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

1905

Legal Domicile

Principal Officer

Brenda Ryan

Phone

4135840297

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks 0997, founded in 1905, is a small nonprofit that reported $113K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $140K exceeded revenue, resulting in a 24% operating deficit.

Mission

To provide and support community activities including those with youth and veterans.

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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 $21,860

Program Service Revenue $16,710

Investment Income $2

Other Revenue $74,117

TOTAL REVENUE $112,689

Expense Breakdown

Grants Paid $9,500

Salaries & Benefits $9,093

Fundraising Expenses $0

Program Expenses $125,449

Other Expenses $121,392

TOTAL EXPENSES $139,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,689	$121,489	-0.1%
Expenses	$139,985	$134,423	+0.0%
Net Income	$-27,296	$-12,934	+1.1%

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

$8,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherry Grabon	Secretary	5.00	Officer	$4,200	$0	$4,200
Peter Krisak	Treasurer	5.00	Officer	$4,200	$0	$4,200
Brenda Ryan	Exalted Ruler	0.00	Officer Director	$0	$0	$0
Josh McGee	Esteemed Lecturing Knight	0.00	Officer Director	$0	$0	$0
Wendy Mazza	Trustee	0.00	Officer Director	$0	$0	$0
Elaine Wood	Trustee	0.00	Officer Director	$0	$0	$0
Anita Waite	Trustee	0.00	Officer Director	$0	$0	$0
Edward Timmons	Esteemed Leading Knight	0.00	Officer Director	$0	$0	$0
Lou Gingras	Esteemed Loyal Knight	0.00	Officer Director	$0	$0	$0
Kimberly Timmons	Trustee	0.00	Officer Director	$0	$0	$0
Katie Peck	Trustee	0.00	Officer Director	$0	$0	$0
Shannon Ryan	Tiler	1.00	Officer	$0	$0	$0
Michael Kolemba	Inner Guard	0.00	Officer	$0	$0	$0
Pat Paul	Chaplain	0.00	Officer	$0	$0	$0
Richard Bart	Esquire	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	$112,689	$139,985	$629,056	$-27,296
2024	$121,489	$134,423	$656,395	$-12,934
2023	$139,354	$138,279	$680,901	$1,075
2022	$118,875	$138,223	$694,539	$-19,348
2021	$90,915	$130,369	$740,410	$-39,454
2020	$206,246	$218,832	$773,317	$-12,586
2019	$146,740	$210,696	$789,685	$-63,956

Benevolent & Protective Order of Elks 0997