Benevolent and Protective Order of Elks Marion (EIN 314243356) - 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

1850

Legal Domicile

Principal Officer

Rex A Coldwell

Phone

7408026053

Tax Period

2023-04-01 to 2024-03-31

Benevolent and Protective Order of Elks Marion, founded in 1850, is a micro nonprofit that reported $34K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $33K left a modest 6% surplus.

Mission

Raising money for various charities To serve the people of the community by providing various charitable activities and meetings

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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 $7,289

Program Service Revenue $4,393

Investment Income $0

Other Revenue $22,800

TOTAL REVENUE $34,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,175

Fundraising Expenses $0

Program Expenses $32,503

Other Expenses $26,328

TOTAL EXPENSES $32,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,482	$70,328	-0.5%
Expenses	$32,503	$71,157	-0.5%
Net Income	$1,979	$-829	-3.4%

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

N/A

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

$400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Myers	Trustee Chair	2.00	Director	$0	$0	$0
James Myers	Trustee	2.00	Director	$0	$0	$0
Dan Clark	Trustee	2.00	Director	$0	$0	$0
Rachel McFarland	Exalted Ruler	2.00	Officer	$0	$0	$0
Dalton Dains	Leading Knight	2.00	Officer	$0	$0	$0
Timothy Patton	Lecturing Knight	2.00	Officer	$0	$0	$0
Rex Coldwell	Secretary	48.00	Officer	$400	$0	$400
Vincent Rogers	Tiler	2.00	Officer	$0	$0	$0
William McQueen	Chaplin	2.00	Officer	$0	$0	$0
Sarah Keegan	Inner Guard	2.00	Officer	$0	$0	$0
Daniel Lowther	Presiding Justice	2.00	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
2024	$34,482	$32,503	$14,466	$1,979
2023	$70,328	$71,157	$23,215	$-829
2022	$40,987	$44,814	$21,862	$-3,827
2021	$37,925	$43,596	$27,130	$-5,671
2020	$46,064	$52,444	$23,702	$-6,380
2019	$48,249	$57,924	$31,049	$-9,675

Benevolent and Protective Order of Elks Marion