Benevolent and Protective Order of… - Form 990 Financial Data

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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

Phone

9087224634

Tax Period

2024-04-01 to 2025-03-31

Benevolent and Protective Order of Elks is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 10% surplus.

Mission

TO PROVIDE A SETTING SO MEMBERS CAN INTERACT IN A CLUB SETTING FOR RECREATIONAL, CIVIC, AND CHARITABLE ACTIVITIES

Program Service Accomplishments

Program 1

CIVIC ACTIVITIES - TO PROVIDE SUPPORT TO VARIOUS ORGANIZATIONS IN THE COMMUNITY, INCLUDING RESCUE SQUADS, FIRE COMPANIES, YOUTH ORGANIZATIONS, AND OTHER COMMUNITY BASED ORGANIZATIONS.

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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 $143,207

Program Service Revenue $79,772

Investment Income $66,146

Other Revenue $1,454,359

TOTAL REVENUE $1,743,484

Expense Breakdown

Grants Paid $23,535

Salaries & Benefits $521,102

Fundraising Expenses $0

Other Expenses $1,019,894

TOTAL EXPENSES $1,564,531

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,743,484	$1,530,418	+0.1%
Expenses	$1,564,531	$1,360,632	+0.1%
Net Income	$178,953	$169,786	+0.1%

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

$40,008

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jenny Sargent	Banquet Manager	60.00		$100,606	$0	$100,606
Wallace Ferreira	Secretary	20.00	Officer	$20,004	$0	$20,004
Morton Lazarus	Treasurer	20.00	Officer	$20,004	$0	$20,004
Adelina Bogan-Pelican	Frmr Exalt Rule	10.00	Officer Director	$0	$0	$0
Joseph Keating	Trustee	10.00	Director	$0	$0	$0
Carmen Rotella	Trustee	10.00	Director	$0	$0	$0
Jim Daley	Trustee	10.00	Director	$0	$0	$0
Brian Brennan	Chairman	10.00	Officer Director	$0	$0	$0
John Hegedus	Trustee	10.00	Director	$0	$0	$0
Connor Grade	Exalted Ruler	10.00	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	$1,743,484	$1,564,531	$3,055,562	$178,953
2024	$1,530,418	$1,360,632	$2,797,662	$169,786
2023	$1,451,480	$1,356,955	$2,717,863	$94,525
2022	$1,033,749	$942,454	$2,559,461	$91,295
2021	$339,816	$740,235	$2,421,438	$-400,419

Benevolent and Protective Order of Elks