BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1071 (EIN 160348360) - 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

MICHELLE REASE

Phone

6079621071

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1071, founded in 1910, is a small nonprofit that reported $167K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $185K exceeded revenue, resulting in a 11% operating deficit.

Mission

FRATERNAL ORGANIZATION

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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 $41,535

Program Service Revenue $29,140

Investment Income $24,240

Other Revenue $72,295

TOTAL REVENUE $167,210

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,152

Fundraising Expenses $0

Program Expenses $185,398

Other Expenses $164,246

TOTAL EXPENSES $185,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,210	$183,678	-0.1%
Expenses	$185,398	$167,225	+0.1%
Net Income	$-18,188	$16,453	-2.1%

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

$2,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY WILSON 5 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
JERRY YOST 4 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
JOSEPH SOWERSBY 3 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
ANTHONY MAIO 2 YR	TRUSTEE	0.50	Officer Director	$0	$0	$0
THOMAS MILLARD 1 YR	TRUSTEE	0.25	Officer Director	$0	$0	$0
MICHELLE REASE	EXALTED RULER	2.00	Officer	$0	$0	$0
CRYSTAL VANZILE	ESTEEMED LEADING KNIGHT	0.50	Officer	$0	$0	$0
LOANNE WOODARD	ESTEEMED LOYAL KNIGHT	0.50	Officer	$0	$0	$0
JASON BALLARD	ESTEEMED LECTURING KNIGHT	0.50	Officer	$0	$0	$0
MARIANNE KOSTY	SECRETARY	2.00	Officer	$0	$0	$0
DALE GEORGE	TREASURER	1.00	Officer	$2,000	$0	$2,000

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	$167,210	$185,398	$738,106	$-18,188
2024	$183,678	$167,225	$752,871	$16,453
2023	$164,927	$153,460	$720,408	$11,467
2022	$186,915	$151,265	$768,445	$35,650
2021	$175,030	$129,936	$808,513	$45,094
2020	$152,805	$146,034	$550,886	$6,771
2019	$256,029	$208,787	$604,254	$47,242

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1071