BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 237383007) - 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

1986

Legal Domicile

Phone

2288722501

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1986, is a small nonprofit that reported $211K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $233K exceeded revenue, resulting in a 11% operating deficit.

Mission

OPERATES UNDER LODGE SYSTEM FOR THE EXCLUSIVE BENEFIT OF ITS MEMBERS

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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 $51,659

Program Service Revenue $9,007

Investment Income $0

Other Revenue $150,404

TOTAL REVENUE $211,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,710

Fundraising Expenses $0

Other Expenses $167,743

TOTAL EXPENSES $233,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,070	$233,930	-0.1%
Expenses	$233,453	$254,368	-0.1%
Net Income	$-22,383	$-20,438	+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

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

$3,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK SCHWAB	SECRETARY	1.00	Officer	$3,250	$0	$3,250
JAY MOILANEN	DIRECTORTRUSTEE	1.00	Director	$0	$0	$0
DON BROSSEAU	DIRECTORTRUSTEE	1.00	Director	$0	$0	$0
RAY MYERS	DIRECTORTRUSTEE	1.00	Director	$0	$0	$0
BRIAN GAMBONY	DIRECTORTRUSTEE	1.00	Director	$0	$0	$0
SPENCE REES	DIRECTORTRUSTEE	1.00	Director	$0	$0	$0
JACK POWERS	PRESIDENT	1.00	Officer	$0	$0	$0
PAUL BETHEL	1ST VICE PRESIDENT	1.00	Officer	$0	$0	$0
STEF JANTZ	2ND VICE PRESIDENT	1.00	Officer	$0	$0	$0
DONOVAN TENNIMON	3RD VICE PRESIDENT	1.00	Officer	$0	$0	$0
HEATHER GARRISON	TREASURER	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	$211,070	$233,453	$1,166,775	$-22,383
2024	$233,930	$254,368	$1,205,600	$-20,438
2023	$181,862	$241,890	$1,221,136	$-60,028
2022	$210,854	$195,179	$1,273,337	$15,675
2021	$174,328	$172,770	$1,258,701	$1,558

BENEVOLENT & PROTECTIVE ORDER OF ELKS