Benevolent & Protective Order of E… - Form 990 Financial Data

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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

1951

Legal Domicile

Principal Officer

Steve Gregory

Tax Period

2021-04-01 to 2022-03-31

Benevolent & Protective Order of Elks Lodge 1039, founded in 1951, is a small nonprofit that reported $234K in total revenue in fiscal year 2021. The organization ran a surplus of $89K, a strong 38% operating margin.

Mission

Service through Benevolent Programs

Program Service Accomplishments

Program 1

Expenses: $83,459

Programs and Facilities to Benefit Members, Community, Veterens, and Other Causes

Program 2

Expenses: $42,950

Charitable Giving to Benefit Community Welfare

Program 3

Expenses: $4,153

Charitable Giving to Benefit Elks National Foundation and Elks Major Projects

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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 (2021)

Revenue Breakdown

Contributions & Grants $157,236

Program Service Revenue $0

Investment Income $3,295

Other Revenue $73,672

TOTAL REVENUE $234,203

Expense Breakdown

Grants Paid $52,101

Salaries & Benefits $18,529

Fundraising Expenses $0

Program Expenses $130,562

Other Expenses $74,786

TOTAL EXPENSES $145,416

Year-over-Year Comparison

	2021	2020	Change
Revenue	$234,203	N/A	N/A
Expenses	$145,416	N/A	N/A
Net Income	$88,787	N/A	N/A

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

150

Independent Members

150

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Demetros	Trustee	10.00	Director	$0	$0	$0
Dan Woody	Trustee	10.00	Director	$0	$0	$0
Jim T Wieckhorst	Trustee	10.00	Director	$0	$0	$0
Eric Hawkins	Trustee	10.00	Director	$0	$0	$0
Mike J Mente	Trustee	10.00	Director	$0	$0	$0
Wendy L Riesbeck	Tiler	3.00	Officer	$0	$0	$0
Patrick Carey	Esteemed Loyal Knight	3.00	Officer	$0	$0	$0
Kevin M Cumm	Esteemed Leading Knight	5.00	Officer	$0	$0	$0
Steve Gregory	Exalted Ruler	15.00	Officer	$0	$0	$0
Daniel A Martin	Treasurer	5.00	Officer	$0	$0	$0
Tim Sayers	Secretary	20.00	Officer	$0	$0	$0
Maria M Fronek	Esteemed Lecturing Knight	3.00	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
2022	$234,203	$145,416	$280,701	$88,787

Benevolent & Protective Order of Elks Lodge 1039