BENEVOLENT & PROTECTIVE ORDER OF ELKS 734 (EIN 237130185) - 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

1901

Legal Domicile

Principal Officer

ANDREW CAPLAN

Phone

4356499960

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 734, founded in 1901, is a small nonprofit that reported $324K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 20% operating margin.

Mission

PROVIDE A STRUCTURED FRATERNAL ENVIRONMENT TO MEMBERS, SERVE THE COMMUNITY THROUGH BENEVOLENT PROGRAMS, AND PROVIDE CHARITABLE ASSISTANCE TO NON-PROFIT ORGANIZATONS.

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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 $108,790

Program Service Revenue $179,000

Investment Income $21,061

Other Revenue $15,352

TOTAL REVENUE $324,203

Expense Breakdown

Grants Paid $119,442

Salaries & Benefits $9,900

Fundraising Expenses $21,001

Program Expenses $214,181

Other Expenses $129,275

TOTAL EXPENSES $258,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$324,203	$229,223	+0.4%
Expenses	$258,617	$168,802	+0.5%
Net Income	$65,586	$60,421	+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

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

$9,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL SOSHNIK	TREASURER	1.00	Officer	$3,600	$0	$3,600
LYNNETTE GARRETT	TILER	1.00	Officer	$3,600	$0	$3,600
BONNIE BLACKSON	SECRETARY	1.00	Officer	$2,700	$0	$2,700
DUNCAN SILVER	TRUSTEE	1.00	Director	$0	$0	$0
BEN ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG COOPER	TRUSTEE	1.00	Director	$0	$0	$0
JIM ALEXANDER	TRUSTEE	1.00	Director	$0	$0	$0
TAUSHA GRIGGS	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW CAPLAN	EXALTED RULER	1.00	Officer	$0	$0	$0
JEAN COOMBS	ESQUIRE	1.00	Officer	$0	$0	$0
MICHAEL DEJARNETTE	LEADING KNIGHT	1.00	Officer	$0	$0	$0
BEN BROWN	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
JIM OSSELAER	LECTURING KNIGHT	1.00	Officer	$0	$0	$0
PAULA WINTER	INNER GUARD	1.00	Officer	$0	$0	$0
PAUL WISNIEWSKI	CHAPLAIN	1.00	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	$324,203	$258,617	$719,681	$65,586
2024	$229,223	$168,802	$654,095	$60,421
2023	$179,164	$136,818	$595,029	$42,346
2022	$149,149	$144,762	$552,683	$4,387
2021	$149,257	$128,703	$548,295	$20,554
2020	$151,369	$117,635	$527,742	$33,734
2019	$135,200	$142,156	$494,667	$-6,956

BENEVOLENT & PROTECTIVE ORDER OF ELKS 734