BENEVOLENT & PROTECTIVE ORDER OF ELKS ATHENS LODGE 973 (EIN 314265956) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

JAMES A BALDING

Phone

7405929977

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS ATHENS LODGE 973 is a small nonprofit that reported $568K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $195K, a strong 34% operating margin.

Mission

A NATIONAL FRATERNAL ORGANIZATION THAT EXISTS TO SUPPORT BENEVOLENT AND YOUTH PROGRAMS SUCH AS DRUG AWARENESS, VETERANS AIDE GROUPS, PROVISIONS FOR NEEDY FAMILIES, AND CEREBRAL PALSY RESEARCH NATIONALLY, STATEWIDE, AND LOCALLY THROUGH DONATIONS, SCHOLARSHIPS, AND VOLUNTEER HOURS. TO PROVIDE ACTIVITIES AND A GATHERING PLACE FOR MEMBERS TO FELLOWSHIP AND ORGANIZE BENEVOLENT AND YOUTH PROJECTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $66,970

Program Service Revenue $0

Investment Income $10,385

Other Revenue $490,625

TOTAL REVENUE $567,980

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,496

Fundraising Expenses $182,380

Program Expenses $154,204

Other Expenses $303,279

TOTAL EXPENSES $372,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,980	$338,349	+0.7%
Expenses	$372,775	$236,914	+0.6%
Net Income	$195,205	$101,435	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK ALVIS	TRUSTEE	N/A	Director	$0	$0	$0
JAMES A BALDING	TRUSTEE CHAI	N/A	Director	$0	$0	$0
ADAM LEWIS	LECTURING KN	N/A	Director	$0	$0	$0
LEW MORRIS	TRUSTEE	N/A	Director	$0	$0	$0
ERNIE PERRY	TRUSTEE	N/A	Director	$0	$0	$0
RICH RUSSELL	EXULTED RULE	N/A	Director	$0	$0	$0
ALTON RUSS TENNEY	TRUSTEE	N/A	Director	$0	$0	$0
RON BROOKS	INNER GUARD	N/A	Officer	$0	$0	$0
ED CASTLE	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
GLENN M HANSON	SECRETARY	N/A	Officer	$0	$0	$0
JAMES HERPY	CHAPLAIN	N/A	Officer	$0	$0	$0
MARK MAHAFFEY	LEADING KNIG	N/A	Officer	$0	$0	$0
BRIAN MECUM	ESQUIRE	N/A	Officer	$0	$0	$0
PAT SMITH	TREASURER	N/A	Officer	$0	$0	$0
CHAD THOMAS	TILER	N/A	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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$567,980	$372,775	$776,925	$195,205
2023	$338,349	$236,914	$576,274	$101,435
2022	$324,779	$327,665	$474,839	$-2,886
2021	$171,614	$148,187	$491,252	$23,427
2020	$226,070	$210,332	$393,418	$15,738
2019	$192,420	$203,401	$377,680	$-10,981

BENEVOLENT & PROTECTIVE ORDER OF ELKS ATHENS LODGE 973