BENEVOLENT AND PROTECTIVE ORDER OF ELKS #115 (EIN 230400960) - 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

1905

Legal Domicile

Principal Officer

ALLYN L SWAVELY

Phone

6103344499

Tax Period

2021-04-01 to 2022-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS #115, founded in 1905, is a micro nonprofit that reported $6K in total revenue in fiscal year 2021. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 60% operating deficit.

Mission

To inculcate the principles of Charity, Justice, Brotherly Love and Fidelity to recognize a belief in God to promote the welfare and enhance the happiness of its Members to quicken the spirit of American patriotism.

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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 (2021)

Revenue Breakdown

Contributions & Grants $5,049

Program Service Revenue $946

Investment Income $27

Other Revenue $0

TOTAL REVENUE $6,022

Expense Breakdown

Grants Paid $1,141

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,141

Other Expenses $8,491

TOTAL EXPENSES $9,632

Year-over-Year Comparison

	2021	2020	Change
Revenue	$6,022	$221,948	-1.0%
Expenses	$9,632	$14,212	-0.3%
Net Income	$-3,610	$207,736	-1.0%

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

N/A

Employees

N/A

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
Thomas J Spencer	Trustee - Two Year	001.50	Director	$0	$0	$0
David C Sassaman	Trustee - One Year	001.50	Director	$0	$0	$0
Deborah Demarco	Trustee - Three Year	001.50	Director	$0	$0	$0
Angel L Torres	Chaplain	001.50	Director	$0	$0	$0
Elwood J Oxenreider	Esteemed Leading Knight	001.50	Officer	$0	$0	$0
Brenda L Spencer	Exalted Ruler	001.50	Officer	$0	$0	$0
Joseph G McCarthy	Esteemed Loyal Knight	001.50	Officer	$0	$0	$0
Timothy M Antosy	Esteemed Lecturing Knight	001.50	Officer	$0	$0	$0
Allyn L Swavely	Secretary	001.50	Officer	$0	$0	$0
Barbara A Rowlands	Treasurer	001.50	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
2022	$6,022	$9,632	$230,762	$-3,610
2021	$221,948	$14,212	$234,374	$207,736

BENEVOLENT AND PROTECTIVE ORDER OF ELKS #115