BENEVOLENT & PROTECTIVE ORDER ELKS 169 (EIN 344186430) - 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

1930

Legal Domicile

Principal Officer

BRAD LAWRENCE

Phone

4193323691

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER ELKS 169, founded in 1930, is a small nonprofit that reported $178K in total revenue in fiscal year 2024. Expenses of $166K left a modest 7% surplus.

Mission

BE A PRESENCE IN THE LOCAL COMMUNITY BY HOSTING ACTIVITIES AND CONTRIBUTING FINANCIALY AND VOLUNTEERING.

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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 $51,016

Program Service Revenue $0

Investment Income $76

Other Revenue $126,433

TOTAL REVENUE $177,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,808

Fundraising Expenses $0

Other Expenses $127,967

TOTAL EXPENSES $165,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,525	$165,402	+0.1%
Expenses	$165,775	$149,083	+0.1%
Net Income	$11,750	$16,319	-0.3%

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

$5,140

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD LAWRENCE	SECRETARY	15.00	Officer	$4,120	$0	$4,120
CASSIDY FRANK	TREASURER	10.00	Officer	$1,020	$0	$1,020
LEO FISHER	EXALTED RULER	10.00	Officer	$0	$0	$0
ANGELA SCHWARTZ	LEADING KNIGHT	10.00	Officer	$0	$0	$0
PEGGY MERRILL	LECTURING KNIGHT	10.00	Officer	$0	$0	$0
GREG KOHLER	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
RICK FRANK	TRUSTEE	10.00	Director	$0	$0	$0
NICK WALKER	TRUSTEE	10.00	Director	$0	$0	$0
ALISON MINNICH	TRUSTEE	10.00	Director	$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	$177,525	$165,775	$243,618	$11,750
2024	$165,402	$149,083	$236,021	$16,319
2023	$143,456	$146,628	$217,037	$-3,172
2022	$133,056	$122,916	$221,916	$10,140
2021	$112,755	$103,037	$219,858	$9,718

BENEVOLENT & PROTECTIVE ORDER ELKS 169