BENEVOLENT & PROTECTIVE ORDER OF ELKS #263 (EIN 160348427) - 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

1954

Legal Domicile

Principal Officer

ABE ROSENBERG

Phone

7164841751

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #263, founded in 1954, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 39% operating margin.

Mission

FRATERNAL ORGANIZATION THAT PROVIDES FELLOWSHIP FOR ITS MEMBERS

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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 $87,197

Program Service Revenue $0

Investment Income $0

Other Revenue $57,947

TOTAL REVENUE $145,144

Expense Breakdown

Grants Paid $8,986

Salaries & Benefits $4,500

Fundraising Expenses $0

Other Expenses $74,396

TOTAL EXPENSES $87,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,144	$76,898	+0.9%
Expenses	$87,882	$98,767	-0.1%
Net Income	$57,262	$-21,869	-3.6%

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

$4,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE LATONE	EXALTED RULER	4.00	Officer Director	$0	$0	$0
MICHAEL PETERS	SECRETARY	8.00	Officer	$2,750	$0	$2,750
JOHN GERACI JR	TREASURER	8.00	Officer	$1,750	$0	$1,750
RYAN CARD	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
ABE ROSENBERG	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
JODY OSGOOD	LECTURING KNIGHT	2.00	Officer Director	$0	$0	$0
FRED RIZZUTO SR	TILER	2.00	Officer	$0	$0	$0
MEGAN OLSON	TREASURER	2.00	Officer Director	$0	$0	$0
FRED RIZZUTO JR	ESQUIRE	2.00	Officer	$0	$0	$0
JEREMY ENGQUIST	INNER GUARD	4.00	Officer	$0	$0	$0
TERESA FISH	TRUSTEE	4.00	Officer Director	$0	$0	$0
JEFFREY JOHNSON	TRUSTEE	4.00	Officer Director	$0	$0	$0
RYAN CARD	TRUSTEE	4.00	Officer Director	$0	$0	$0
GREG NOON	TRUSTEE	4.00	Officer Director	$0	$0	$0
GREG FISH	TRUSTEE	4.00	Officer Director	$0	$0	$0
TRUDY ARCHER	CHAPLAIN	4.00	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	$145,144	$87,882	$146,876	$57,262
2024	$76,898	$98,767	$118,559	$-21,869
2023	$80,382	$88,153	$135,362	$-7,771
2022	$67,205	$85,582	$151,129	$-18,377
2021	$92,841	$87,761	$146,707	$5,080
2020	$89,401	$96,508	$144,130	$-7,107
2019	$94,643	$101,331	$176,672	$-6,688

BENEVOLENT & PROTECTIVE ORDER OF ELKS #263