BENEVOLENT AND PROTECTIVE ORDER OF ELKS #1706 (EIN 060619762) - 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

1997

Legal Domicile

Principal Officer

DEBORAH KIRKCONNELL

Phone

8607749775

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS #1706, founded in 1997, is a small nonprofit that reported $201K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $45K, a strong 22% operating margin.

Mission

FRATERNAL ORGANIZATION OPERATING AS A SUBORDINATE LODGE OF THE GRAND LODGE OF ELKS.

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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 $59,823

Program Service Revenue $9,065

Investment Income $5,256

Other Revenue $126,454

TOTAL REVENUE $200,598

Expense Breakdown

Grants Paid $6,659

Salaries & Benefits $50,408

Fundraising Expenses $0

Other Expenses $98,806

TOTAL EXPENSES $155,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,598	$219,288	-0.1%
Expenses	$155,873	$157,115	0.0%
Net Income	$44,725	$62,173	-0.3%

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

$9,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL SHERMAN	EXALTED RULER	5.00	Officer Director	$0	$0	$0
TAMI SHERMAN	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
LOUISE MAYNARD	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
MURIEL PEPPER	LECTURING KNIGHT	1.00	Officer Director	$0	$0	$0
JERRY BIANCHI	TRUSTEE	1.00	Officer Director	$0	$0	$0
STEVE GARDNER	TRUSTEE	1.00	Officer Director	$0	$0	$0
THOMAS LEARD	TRUSTEE	1.00	Officer Director	$0	$0	$0
JASON KIRKCONNELL	TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES WILSON	TRUSTEE	1.00	Officer Director	$0	$0	$0
JILL MACQUARRIE	SECRETARY	20.00	Officer	$4,500	$0	$4,500
DEBORAH KIRKCONNELL	TREASURER	20.00	Officer	$4,500	$0	$4,500
JULIA SCARSCIOTTI	CHAPLAIN	1.00	Officer	$0	$0	$0
CHRIS DILLON	ESQUIRE	1.00	Officer	$0	$0	$0
JACOB TURNER	TILER	1.00	Officer	$0	$0	$0
JORDAN MAHAN	INNER GUARD	1.00	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	$200,598	$155,873	$655,349	$44,725
2024	$219,288	$157,115	$615,364	$62,173
2023	$217,489	$158,747	$563,761	$58,742
2022	$153,266	$159,078	$501,885	$-5,812
2021	$115,970	$91,230	$464,523	$24,740

BENEVOLENT AND PROTECTIVE ORDER OF ELKS #1706