ROME BENEVOLENT & PROTECTIVE ORDER OF ELKS #96 (EIN 150243140) - 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

1988

Legal Domicile

Phone

3153363300

Tax Period

2024-04-01 to 2025-03-31

ROME BENEVOLENT & PROTECTIVE ORDER OF ELKS #96, founded in 1988, is a small nonprofit that reported $164K in total revenue in fiscal year 2024.

Mission

TO PROMOTE THE WELFARE AND EXCHANGE THE HAPPINESS OF ITS MEMBERS, TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM & CULTIVATE GOOD FELLOWSHIP

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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 $53,778

Program Service Revenue $0

Investment Income $230

Other Revenue $110,331

TOTAL REVENUE $164,339

Expense Breakdown

Grants Paid $2,191

Salaries & Benefits $66,695

Fundraising Expenses $0

Other Expenses $105,275

TOTAL EXPENSES $174,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,339	$168,799	0.0%
Expenses	$174,161	$188,905	-0.1%
Net Income	$-9,822	$-20,106	-0.5%

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

$6,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Coleman	Exalted Ruler	10.00	Officer	$0	$0	$0
Marc Uvanni	Leading Knight	3.00	Officer	$0	$0	$0
John Sobrado	Loyal Knight	3.00	Officer	$0	$0	$0
Caroline Ferlo	Lecturing Knight	3.00	Officer	$0	$0	$0
Donna Townsend	Secretary	20.00	Officer	$3,000	$0	$3,000
Shawn Evans	Treasurer	20.00	Officer	$3,780	$0	$3,780
Eric Kieffer	Trustee	2.00	Officer Director	$0	$0	$0
Steve Balick	Trustee	2.00	Officer Director	$0	$0	$0
Edward Seelig	Trustee	2.00	Officer Director	$0	$0	$0
Kelly Seelig	Trustee	2.00	Officer Director	$0	$0	$0
Robert Wolff	Trustee	2.00	Officer 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
2025	$164,339	$174,161	$824,368	$-9,822
2024	$168,799	$188,905	$320,747	$-20,106
2023	$195,358	$205,718	$333,910	$-10,360
2022	$257,339	$136,083	$310,670	$121,256
2021	$144,128	$106,683	$201,348	$37,445
2020	$183,571	$165,696	$174,738	$17,875

ROME BENEVOLENT & PROTECTIVE ORDER OF ELKS #96