BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 1249 (EIN 150243090) - 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

1910

Legal Domicile

Principal Officer

PAUL GOLDING

Phone

3153311249

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 1249, founded in 1910, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $132K left a modest 10% surplus.

Mission

SERVE FOOD AND BEVERAGES TO MEMBERS AND THEIR GUESTS AS WELL AS PROVIDE VARIOUS FUNCTIONS AND ACTIVITIES FOR THEIR ENJOYMENT AND ENTERTAINMENT.

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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 $48,320

Program Service Revenue $41,004

Investment Income $1,828

Other Revenue $55,021

TOTAL REVENUE $146,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,623

Fundraising Expenses $0

Other Expenses $117,385

TOTAL EXPENSES $132,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,173	$122,271	+0.2%
Expenses	$132,008	$129,380	+0.0%
Net Income	$14,165	$-7,109	-3.0%

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

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

$3,454

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF FOSDICK 1 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
MIKE PALIOTTI 2 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
BRUCE BOWMAN 3 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
PETE PERRIN 4 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
TOM PHILLIPS 5 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
PAUL GOLDING	EXALTED RULER	2.00	Officer	$0	$0	$0
JOHN MACTAGGART	EST. LEADING KNIGHT	0.50	Officer	$0	$0	$0
BRIAN BARRIOS	EST. LOYAL KNIGHT	0.50	Officer	$0	$0	$0
BRAD WHITAKER	EST LECTURING KNIGHT	0.50	Officer	$0	$0	$0
JOANN VANLIEW	SECRETARY	4.00	Officer	$3,125	$0	$3,125
PAMELA PHILLIPS	TREASURER	4.00	Officer	$329	$0	$329

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	$146,173	$132,008	$182,401	$14,165
2024	$122,271	$129,380	$163,096	$-7,109
2023	$134,372	$136,107	$168,547	$-1,735
2022	$149,848	$142,982	$167,290	$6,866
2021	$117,987	$96,446	$162,572	$21,541
2020	$150,199	$150,980	$158,350	$-781
2019	$160,697	$161,034	$177,708	$-337

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 1249