BENEVOLENT & PROTECTIVE ORDER OF ELKS 243 (EIN 041079755) - 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

1892

Legal Domicile

Phone

5087539535

Tax Period

2018-04-01 to 2019-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 243, founded in 1892, is a small nonprofit that reported $677K in total revenue in fiscal year 2018. Revenue surged 575% from the prior year, signaling strong growth momentum. The organization ran a surplus of $498K, a strong 74% operating margin.

Mission

FRATERNAL ORGANIZATION

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $136,155

Program Service Revenue $0

Investment Income $569,190

Other Revenue $-28,805

TOTAL REVENUE $676,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,500

Fundraising Expenses $0

Program Expenses $163,834

Other Expenses $171,280

TOTAL EXPENSES $178,780

Year-over-Year Comparison

	2018	2017	Change
Revenue	$676,540	$100,251	+5.7%
Expenses	$178,780	$127,127	+0.4%
Net Income	$497,760	$-26,876	-19.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
EDITH FLETCHER	EXALTED RULER	Officer Director	$0	$0	$0
DON GERARDI	LOYALKNIGHT	Director	$0	$0	$0
MARY HOLBROOKE	LEADING KNIGHT	Director	$0	$0	$0
THOMAS LOCKMAN	Trustee	Director	$0	$0	$0
COREY PRATTE	Trustee	Director	$0	$0	$0
KIM GERARDI	LECTURING KNIGH	Director	$0	$0	$0
PETE LOMBARDO	Trustee	Director	$0	$0	$0
PAUL LEONE	Trustee	Director	$0	$0	$0
MARK HIDENFELTER	Trustee	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
2019	$676,540	$178,780	$613,594	$497,760

BENEVOLENT & PROTECTIVE ORDER OF ELKS 243