BENEVOLENT & PROTECTIVE ORDER OF ELKS 1138 BERWICK (EIN 240789028) - 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

1908

Legal Domicile

Principal Officer

JOHN BUCKEYE

Phone

5707598131

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1138 BERWICK, founded in 1908, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $204K left a modest 9% surplus.

Mission

PROMOTE FRATERNALISM

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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 $82,116

Program Service Revenue $0

Investment Income $6,105

Other Revenue $136,292

TOTAL REVENUE $224,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,507

Fundraising Expenses $0

Other Expenses $142,325

TOTAL EXPENSES $203,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,513	$180,735	+0.2%
Expenses	$203,832	$214,813	-0.1%
Net Income	$20,681	$-34,078	-1.6%

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

$4,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES STALEGA	EXALTED RULER	10.00	Officer	$0	$0	$0
MICHAEL JOHN	LEADING KNIGHT	2.00		$0	$0	$0
CHARLES YOHE	TRUSTEE	2.00	Director	$0	$0	$0
A D GEORGE	TRUSTEE	2.00	Director	$0	$0	$0
THERESA HAMPTON	TREASURER	10.00		$4,308	$0	$4,308
BEVERLY COLLINS	ESTEEMED LECTURING KNIGHT	10.00		$0	$0	$0
KAREN MARKLE	SECRETARY	10.00	Officer	$4,109	$0	$4,109
JOHN BUCKEY	TRUSTEE	10.00	Director	$0	$0	$0
CONRAD MARKLE	ESTEEMEDLOYAL KNIGHT	10.00		$0	$0	$0
RODNEY HESS	TILER	3.00		$0	$0	$0
SAVANNAHS DOSS	CHAPLIN	5.00	Officer	$0	$0	$0
JOHN WOZNIAK	INNER GUARD	5.00	Officer	$0	$0	$0
CONRAD MARKLE	EXTEMED LEADING KNIGHT	5.00	Officer	$0	$0	$0
NICOLE WHEATON	ESTEEMED LECTURING KNIGHT	10.00	Officer	$0	$0	$0
RODNEY HESS	ESQUIRE	3.00	Officer	$0	$0	$0
DIANE KURAPATSKIE	TREASURER	10.00	Officer	$0	$0	$0
MICHEAL JOHN	ESTEEMED LOYAL KNIGHT	2.00	Officer	$0	$0	$0
JODIE KULP	YILER	3.00	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	$224,513	$203,832	$678,488	$20,681
2024	$180,735	$214,813	$690,523	$-34,078
2023	$192,452	$226,261	$714,250	$-33,809
2022	$188,357	$149,039	$711,386	$39,318
2021	$121,487	$127,144	$681,753	$-5,657
2020	$187,271	$142,066	$691,455	$45,205
2019	$153,995	$164,551	$429,527	$-10,556

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1138 BERWICK