BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE #69 (EIN 250351310) - 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

1905

Legal Domicile

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

HELP SUPPORT OUR VETERANS, CONTRIBUTE TO THE NATIONAL FOUNDATION, SPONSOR YOUTH ACTIVITIES INCLUDING THE DRUG AWARENESS PROGRAM, GIVE TO LOCAL CHARITIES, HELP DISTRESSED PEOPLE IN OUR COMMUNITY.

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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 $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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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

$20,788

Total Directors

$3,763

Key Employees

Highest Compensated

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

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE #69