BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE #69

EIN: 250351310

New Castle, PA

Total Revenue
$186,300
Total Expenses
$207,480
Total Assets
$272,461
Net Assets
$272,461
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1905
Legal Domicile
PA
Principal Officer
ALAN HOUSTON
Phone
7246527779
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE #69, founded in 1905, is a small nonprofit that reported $186K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $207K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY, PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS, TO RECOGNIZE A BELIEF IN GOD, TO CULTIVATE GOOD FELLOWSHIP, TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION AND TO SERVE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, OPERATES UNDER THE LODGE SYSTEM

Program Service Accomplishments

Program 1
Expenses: $23,807 Revenue: $64,860

REVENUE PRODUCED VIA LAWFUL GAMINIG ACTIVITIES. 60 OF NET PROCEEDS ARE USED FOR PUBLIC INTEREST PURPOSES AS DEFINED IN THE PA SMALL GAMES OF CHANCE ACT. 40 IS USED FOR LODGE/CLUB OPERATIONAL...

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REVENUE PRODUCED VIA LAWFUL GAMINIG ACTIVITIES. 60 OF NET PROCEEDS ARE USED FOR PUBLIC INTEREST PURPOSES AS DEFINED IN THE PA SMALL GAMES OF CHANCE ACT. 40 IS USED FOR LODGE/CLUB OPERATIONAL EXPENSES, UTILITIES AND MAINTENANCE.

Program 2
Expenses: $80,590 Revenue: $112,852

REVENUE PRODUCED VIA CLUB OPERATION. PROVIDES SOCIAL RECREATIONAL AND OTHER BENEFITS TO FRATERNAL LODGE MEMBERS AND THEIR FAMILIES. MONIES USED TO OPERATE THE CLUB AND LODGE ALLOWING IT TO PURSUE ITS...

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REVENUE PRODUCED VIA CLUB OPERATION. PROVIDES SOCIAL RECREATIONAL AND OTHER BENEFITS TO FRATERNAL LODGE MEMBERS AND THEIR FAMILIES. MONIES USED TO OPERATE THE CLUB AND LODGE ALLOWING IT TO PURSUE ITS CHARITABLE AND CIVIC PURPOSES.

Program 3
Expenses: $13,530 Revenue: $25,731

MEMBERSHIP REVENUE GRAND LODGE, STATE AND DISTRICT PER CAPITA 13530

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,731
Program Service Revenue $8,911
Investment Income $4,693
Other Revenue $146,965
TOTAL REVENUE $186,300

Expense Breakdown

Grants Paid $12,188
Salaries & Benefits $63,690
Fundraising Expenses $0
Program Expenses $117,927
Other Expenses $131,602
TOTAL EXPENSES $207,480

Year-over-Year Comparison

2024 2023 Change
Revenue $186,300 $214,016 -0.1%
Expenses $207,480 $225,781 -0.1%
Net Income $-21,180 $-11,765 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
14
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
5
$20,788
Total Directors
6
$3,763
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
P WILLIAM MORRISON ESQUIRE 020.00
Officer
$16,588 $0 $16,588
DEBORAH GARGASZ TRUSTEE 010.00
Director
$3,763 $0 $3,763
ROBIN LYNCH SECRETARY 020.00
Officer
$3,300 $0 $3,300
ALAN HOUSTON TREASURER 020.00
Officer
$900 $0 $900
CHRISTOPHER KLINGENSMITH TRUSTEE 002.00
Director
$0 $0 $0
DOLORES DUNSTAN TRUSTEE 005.00
Director
$0 $0 $0
STEVE RENO TRUSTEE 002.00
Director
$0 $0 $0
CHRISTINE JOHNSON TRUSTEE 002.00
Director
$0 $0 $0
LEEANN CALLAHAN HEASLEY TRUSTEE 002.00
Director
$0 $0 $0
MICHAEL SERVEDIO PRESIDENT 005.00
Officer
$0 $0 $0
JAMES LYNCH VICE PRESIDENT 002.00
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 $186,300 $207,480 $272,461 $-21,180
2024 $214,016 $225,781 $321,861 $-11,765
2023 $257,816 $236,312 $292,823 $21,504
2022 $294,853 $216,008 $298,480 $78,845
2021 $171,472 $158,675 $256,174 $12,797
2020 $204,282 $179,478 $219,506 $24,804
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