BENEVOLENT & PROTECTIVE ORDER OF ELKS #52 (EIN 314126530) - 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

1900

Legal Domicile

Principal Officer

ANN NEWTON

Phone

7407732310

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #52, founded in 1900, is a small nonprofit that reported $201K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $178K left a modest 12% surplus.

Mission

AS A DOMESTIC FRATERNAL ORGANIZATION, PROVIDE MEMBERS WITH SOCIAL ACTIVITIES WHILE SUPPORTING VARIOUS COMMUNITY CHARITIES, COMMUNITY YOUTH ACTIVITIES, AND VETERAN ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $67,878

Program Service Revenue $0

Investment Income $0

Other Revenue $133,076

TOTAL REVENUE $200,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,034

Fundraising Expenses $0

Program Expenses $136,443

Other Expenses $135,727

TOTAL EXPENSES $177,761

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,954	$168,138	+0.2%
Expenses	$177,761	$173,297	+0.0%
Net Income	$23,193	$-5,159	-5.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY WHITE	TRUSTEE	10.00	Director	$0	$0	$0
JACK STRAUB	TRUSTEE	10.00	Director	$0	$0	$0
MARK DAVIS	TRUSTEE	10.00	Director	$0	$0	$0
STEVE COPPEL	TRUSTEE	10.00	Director	$0	$0	$0
DOUG CORCORAN	TRUSTEE	10.00	Director	$0	$0	$0
JIM BUTT	EXALTED RULER	10.00	Officer	$0	$0	$0
JOSH MANKIN	LEADING KNIGHT	10.00	Officer	$0	$0	$0
JOY CARVER	SECRETARY	10.00	Officer	$0	$0	$0
PETE STRAWSER	TILER	10.00	Officer	$0	$0	$0
ANN NEWTON	TREASURER	10.00	Officer	$0	$0	$0
JANNA ARCHER	LECTURING KNIGHT	10.00	Officer	$0	$0	$0
KEVIN NORTH	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
KAY OTT	ESQUIRE/CLUB MANAGER	10.00	Officer	$0	$0	$0
SHANNON BROWN	CHAPLAIN	10.00	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	No data	No data	No data	No data
2024	$200,954	$177,761	$401,905	$23,193
2023	$168,138	$173,297	$379,389	$-5,159
2022	$280,612	$124,473	$381,997	$156,139

BENEVOLENT & PROTECTIVE ORDER OF ELKS #52