BENEVOLENT & PROTECTIVE ORDER 364 (EIN 160348424) - 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

1951

Principal Officer

TODD SMITH

Phone

6073243121

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER 364, founded in 1951, is a small nonprofit that reported $232K in total revenue in fiscal year 2024. Expenses of $202K left a modest 13% surplus.

Mission

SERVICE TO THE COMMUNITY

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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 $72,217

Program Service Revenue $929

Investment Income $9,991

Other Revenue $149,135

TOTAL REVENUE $232,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,371

Fundraising Expenses $0

Other Expenses $122,187

TOTAL EXPENSES $201,558

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,272	$227,274	+0.0%
Expenses	$201,558	$218,071	-0.1%
Net Income	$30,714	$9,203	+2.3%

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

$6,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA MCINERNEY KIMBALL	SECRETARY	5.00	Officer	$3,000	$0	$3,000
CHRISTINA KUHN	TREASURER	10.00	Officer	$3,000	$0	$3,000
CHRISTOPHER DAVIS	TRUSTEE	1.00	Officer Director	$0	$0	$0
SHARON DRAPER	LEADING KNIG	1.00	Officer Director	$0	$0	$0
MICHAEL GRIFFIN	TRUSTEE	1.00	Officer Director	$0	$0	$0
JOE HARRINGTON	TRUSTEE	1.00	Officer Director	$0	$0	$0
WILLIAM HEADLEY	TRUSTEE	1.00	Officer Director	$0	$0	$0
BRIAN MELHENBACHER	LODGE ESQUIR	1.00	Officer Director	$0	$0	$0
DANIEL SCHWARTZ	LECTURING KN	1.00	Officer Director	$0	$0	$0
PENNY SMITH	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
TODD SMITH	EXALTED RULE	5.00	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	$232,272	$201,558	$277,356	$30,714
2024	$227,274	$218,071	$248,067	$9,203
2023	$168,753	$172,879	$227,731	$-4,126
2022	$167,783	$151,642	$228,681	$16,141
2021	$164,262	$154,416	$209,212	$9,846
2020	$180,634	$186,422	$200,637	$-5,788
2019	$171,117	$165,987	$221,770	$5,130

BENEVOLENT & PROTECTIVE ORDER 364