BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE 5 (EIN 310214030) - 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

1989

Legal Domicile

Principal Officer

CHRIS RICHARDSON

Tax Period

2021-04-01 to 2022-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE 5, founded in 1989, is a micro nonprofit that reported $5K in total revenue in fiscal year 2021. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $14K exceeded revenue, resulting in a 191% operating deficit.

Mission

TO PROVIDE CHARITABLE SERVICES TO THE 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 (2021)

Revenue Breakdown

Contributions & Grants $590

Program Service Revenue $2,998

Investment Income $0

Other Revenue $1,072

TOTAL REVENUE $4,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,558

TOTAL EXPENSES $13,558

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,660	$13,657	-0.7%
Expenses	$13,558	$21,787	-0.4%
Net Income	$-8,898	$-8,130	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES ANGEL	TRUSTEE	1.00	Officer	$0	$0	$0
FRANK FERRARELLI	EXALTED RULE	1.00	Officer	$0	$0	$0
JEFF HAWKINS	EST. LEADING	1.00	Officer	$0	$0	$0
ROB HUGHES	CHAIRMAN TRU	1.00	Officer	$0	$0	$0
CHARLES KENNEY	CHAPLIN	1.00	Officer	$0	$0	$0
CHRISTA KENNEY	EST. LOYAL K	1.00	Officer	$0	$0	$0
STEVE KLASERNER	TREASURER	1.00	Officer	$0	$0	$0
KERRIE MEYER	INNER GUARD	1.00	Officer	$0	$0	$0
CHRIS RICHARDSON	SECRETARY	1.00	Officer	$0	$0	$0
TONY WALTERS	TRUSTEE	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
2022	$4,660	$13,558	$236,493	$-8,898
2021	$13,657	$21,787	$245,138	$-8,130
2020	$-70,616	$42,701	$256,137	$-113,317
2019	$37,457	$44,876	$380,500	$-7,419
2018	$50,133	$67,943	$396,496	$-17,810

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS LODGE 5