Benevolent & Protective Order of Elks (EIN 237219136) - 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

1988

Legal Domicile

Principal Officer

Rick Patten

Phone

6077480041

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks, founded in 1988, is a small nonprofit that reported $328K in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $295K left a modest 10% surplus.

Mission

Fraternal Organization

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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 $91,666

Program Service Revenue $12,615

Investment Income $7,907

Other Revenue $216,041

TOTAL REVENUE $328,229

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,084

Fundraising Expenses $0

Program Expenses $81,287

Other Expenses $230,707

TOTAL EXPENSES $294,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$328,229	$194,125	+0.7%
Expenses	$294,791	$222,384	+0.3%
Net Income	$33,438	$-28,259	-2.2%

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

742

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

$11,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Teresa Geisenhof	Secretary	1.00	Officer	$6,000	$0	$6,000
Wende Pilling	Treasurer	1.00	Officer	$5,750	$0	$5,750
Dave Brown	Loyal Knight	1.00	Officer Director	$0	$0	$0
Rick Patten	Exalted Ruler	1.00	Officer Director	$0	$0	$0
John Prince	Trustee	1.00	Officer Director	$0	$0	$0
Dave Menigoz	Trustee Chair	1.00	Officer Director	$0	$0	$0
George Light	Trustee	1.00	Officer Director	$0	$0	$0
George Basila	Trustee	1.00	Officer Director	$0	$0	$0
Heather Varney	Leading Knight	1.00	Officer Director	$0	$0	$0
John Norton	Lecture Knight	1.00	Officer Director	$0	$0	$0
John Pooler	Trustee	1.00	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	$328,229	$294,791	$570,486	$33,438
2024	$194,125	$222,384	$558,455	$-28,259
2023	$114,536	$156,419	$558,001	$-41,883
2022	$264,222	$259,573	$601,240	$4,649
2021	$179,177	$195,710	$607,802	$-16,533
2020	$253,916	$226,148	$584,518	$27,768
2019	$264,105	$203,875	$628,235	$60,230

Benevolent & Protective Order of Elks