BENEVOLENT & PROTECTIVE ORDER OF ELKS 1011

EIN: 041283495

N ATTLEBORO, MA

Total Revenue
$333,944
Total Expenses
$365,950
Total Assets
$609,801
Net Assets
$207,039
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1914
Legal Domicile
MA
Principal Officer
LORI ERICKSON
Phone
5086959033
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1011, founded in 1914, is a small nonprofit that reported $334K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $63,042
Program Service Revenue $0
Investment Income $3,793
Other Revenue $267,109
TOTAL REVENUE $333,944

Expense Breakdown

Grants Paid $0
Salaries & Benefits $82,905
Fundraising Expenses $0
Other Expenses $283,045
TOTAL EXPENSES $365,950

Year-over-Year Comparison

2024 2023 Change
Revenue $333,944 $398,627 -0.2%
Expenses $365,950 $367,582 0.0%
Net Income $-32,006 $31,045 -2.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
28
Volunteers
13

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
9
$19,200
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LORI ERICKSON TREASURER 10.00
Officer
$9,600 $0 $9,600
RHONDA SMITH SECRETARY 10.00
Officer
$9,600 $0 $9,600
JEFF BADGER TRUSTEE N/A
Director
$0 $0 $0
RICK HAMILTON TRUSTEE N/A
Director
$0 $0 $0
PAUL BELHAM JR TRUSTEE N/A
Director
$0 $0 $0
PETER NARDELLI TRUSTEE N/A
Director
$0 $0 $0
GEORGETTE PAYNE EQUIRE N/A
Director
$0 $0 $0
SHAWN PIERCE TRUSTEE N/A
Director
$0 $0 $0
TERRY CALLIGAN LEADING KNIG N/A
Officer
$0 $0 $0
TERRY DUCHARME EXALTED RULE N/A
Officer
$0 $0 $0
PHILIP HAINES LECTURING KN N/A
Officer
$0 $0 $0
STEVE LATULIPPE CHAPLAIN N/A
Officer
$0 $0 $0
PHILLIP L MAYER TILER N/A
Officer
$0 $0 $0
PAULA QUIGG-LAVERY LOYAL KNIGHT N/A
Officer
$0 $0 $0
ROBERT SILVA INNER GUARD N/A
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 $333,944 $365,950 $609,801 $-32,006
2024 $398,627 $367,582 $646,166 $31,045
2023 $339,264 $298,842 $623,028 $40,422
2022 $456,447 $278,244 $597,270 $178,203
2021 $72,989 $156,447 $441,790 $-83,458
2020 $237,991 $237,196 $485,159 $795
2019 $185,444 $214,056 $230,459 $-28,612
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