BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE NO 814 (EIN 231708307) - 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

1902

Legal Domicile

Principal Officer

JULLYN KEILMAN

Phone

6103260884

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE NO 814, founded in 1902, is a small nonprofit that reported $154K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $172K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE FRATERNAL & BENEVOLENT LODGE'S PRIMARY PURPOSE IS TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE & FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE & ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION & TO SERVE THE PEOPLE & THE COMMUNITIES LOCATED IN POTTSTOWN & THE SURROUNDING AREA THROUGH BENEVOLENT PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $104,982

Program Service Revenue $0

Investment Income $30,847

Other Revenue $17,796

TOTAL REVENUE $153,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,284

Fundraising Expenses $0

Other Expenses $165,612

TOTAL EXPENSES $171,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$153,625	$220,848	-0.3%
Expenses	$171,896	$127,812	+0.3%
Net Income	$-18,271	$93,036	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA CUSTER	TRUSTEE	0.50	Director	$0	$0	$0
MATT DAILEY	LEADING KNIG	0.50	Officer Director	$0	$0	$0
IRENE DONOVAN	CHAPLAIN	0.50	Director	$0	$0	$0
DYCK FEAR	ESQUIRE	0.50	Director	$0	$0	$0
LARRY HOFFMAN	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT WILHELM JR	EXALTED RULE	2.00	Officer Director	$0	$0	$0
TOM M WILLIAMS JR	LOYAL KNIGHT	0.50	Officer Director	$0	$0	$0
JULLYN KEILMAN	SECRETARY	10.00	Officer Director	$0	$0	$0
KEVIN KRAUSE	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN NACE	TRUSTEE	0.50	Director	$0	$0	$0
DEANNA PASCHALL	INNER GUARD	0.50	Director	$0	$0	$0
WENDY SCHIAVO	TREASURER	10.00	Officer Director	$0	$0	$0
DANIEL VICARIO	TRUSTEE	0.50	Director	$0	$0	$0
TRACY WHITFIELD	TILER	0.50	Director	$0	$0	$0
BENJAMIN THOMAS WILLIAMS	LECTURING KN	0.50	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
2024	$146,298	$127,492	$1,032,447	$18,806
2024	$153,625	$171,896	$1,027,379	$-18,271
2023	$220,848	$127,812	$941,480	$93,036
2022	$227,667	$100,253	$913,198	$127,414
2021	$140,006	$107,051	$884,662	$32,955
2020	$148,330	$106,842	$686,236	$41,488
2019	$271,255	$114,742	$721,526	$156,513

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE NO 814