BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 1526 (EIN 237130058) - 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

1926

Legal Domicile

Principal Officer

JUDITH SHIMKUS

Phone

8478241526

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 1526, founded in 1926, is a small nonprofit that reported $718K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

TO OPERATE A SOCIAL CLUB FOR THE BENEFIT OF THE MEMBERS AND TO SERVE PEOPLE AND THE COMMUNITY 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 (2024)

Revenue Breakdown

Contributions & Grants $107,004

Program Service Revenue $437,098

Investment Income $22,138

Other Revenue $151,413

TOTAL REVENUE $717,653

Expense Breakdown

Grants Paid $23,027

Salaries & Benefits $230,408

Fundraising Expenses $0

Other Expenses $475,625

TOTAL EXPENSES $729,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$717,653	$652,717	+0.1%
Expenses	$729,060	$733,714	0.0%
Net Income	$-11,407	$-80,997	-0.9%

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

100

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
SARAH BOOTZ	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
JEFFREY CAUDILL	TRUSTEE	2.00	Director	$0	$0	$0
GARY DURANTE	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES FERGUSON	SECRETARY	4.00	Director	$0	$0	$0
MICHAEL HOZIAN	LEADING KNIG	2.00	Officer Director	$0	$0	$0
JUDITH SHIMKUS	EXALTED RULE	15.00	Officer Director	$0	$0	$0
GLORIA STRUCK-MARKIEWICZ	LECTURING KN	2.00	Officer Director	$0	$0	$0
MARC WALKER	TRUSTEE	2.00	Director	$0	$0	$0
JAMES CUSACK	TREASURER	20.00	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
2025	$717,653	$729,060	$1,015,355	$-11,407

BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 1526