Benevolent & Protective Order of the Elks No 992 (EIN 150400985) - 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

1906

Legal Domicile

Principal Officer

James E Richar

Phone

3155685931

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of the Elks No 992, founded in 1906, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $162K exceeded revenue, resulting in a 30% operating deficit.

Mission

To function as a subordinate lodge in the Benevolent Order of the Elks, a tax exempt.

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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 $9,926

Program Service Revenue $114,755

Investment Income $0

Other Revenue $0

TOTAL REVENUE $124,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,383

Fundraising Expenses $0

Other Expenses $146,187

TOTAL EXPENSES $161,570

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,681	$143,888	-0.1%
Expenses	$161,570	$156,893	+0.0%
Net Income	$-36,889	$-13,005	+1.8%

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

N/A

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
Brandon Bond	Exalted Ruler	2.00	Officer	$0	$0	$0
Casey McDonald	Loyal Knight	0.50	Officer	$0	$0	$0
Tom Davis	Lecturing Knight	0.50	Officer	$0	$0	$0
James Richar	Treasurer	1.00	Officer	$0	$0	$0
Patricia Faiola	Secretary	1.00	Officer	$0	$0	$0
Kim Lorenz	Tyler	N/A	Officer	$0	$0	$0
Linda Frederickson	Chaplan	N/A	Officer	$0	$0	$0
Gary Trickler	Trustee	N/A	Director	$0	$0	$0
Warren Frederickson	Trustee	N/A	Director	$0	$0	$0
Robert Rossignal	Trustee	N/A	Director	$0	$0	$0
Sue Stock	Inner Guard	N/A	Officer	$0	$0	$0
Judy Ashelin	Leading Knight	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	$124,681	$161,570	$282,052	$-36,889
2024	$143,888	$156,893	$269,889	$-13,005
2023	$113,746	$141,473	$264,525	$-27,727
2022	$93,428	$116,709	$269,371	$-23,281
2021	$36,581	$78,290	$271,655	$-41,709
2021	$36,580	$79,457	$328,254	$-42,877
2020	$124,572	$114,447	$326,271	$10,125
2019	$129,439	$108,143	$318,074	$21,296

Benevolent & Protective Order of the Elks No 992