BENEVOLENT & PROTECTIVE ORDER OF ELKS 591 (EIN 360793022) - 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

1907

Legal Domicile

Principal Officer

ROBERT OBERHOLTZER

Phone

8156722717

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 591, founded in 1907, is a small nonprofit that reported $197K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $177K left a modest 10% surplus.

Mission

THE LOCAL ELKS LODGE IS A SOCIAL ORGANIZATION. ITS PRIMARY CHARITABLE FOCUS IS PROVIDING HELP TO CHILDREN WITH HANDICAPS AND SUPPORTING ACTIVITIES FOR LOCAL YOUTH.

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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 $55,068

Program Service Revenue $0

Investment Income $821

Other Revenue $141,466

TOTAL REVENUE $197,355

Expense Breakdown

Grants Paid $10,211

Salaries & Benefits $62,710

Fundraising Expenses $0

Other Expenses $102,004

TOTAL EXPENSES $176,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$197,355	$156,766	+0.3%
Expenses	$176,665	$165,511	+0.1%
Net Income	$20,690	$-8,745	-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

225

Independent Members

225

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
DON HORTON	TRUSTEE	N/A	Director	$0	$0	$0
ROBERT LUSCOMBE	TRUSTEE	010.00	Director	$0	$0	$0
TIM ETHINGTON	TRUSTEE	005.00	Director	$0	$0	$0
KEITH RICHARDS	TRUSTEE	N/A	Director	$0	$0	$0
DIANE RZASA	TRUSTEE	N/A	Officer Director	$0	$0	$0
ROBERT OBERHOLTZER	TREASURER	010.00	Officer	$0	$0	$0
SCOTT GOERNE	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
LYLE BLUNDELL	LECTURING KNIGHT	N/A	Officer	$0	$0	$0
JOHN SCHUBERT	SECRETARY	N/A	Officer	$0	$0	$0
ASHLEY MEINERS	EXALTED RULER	010.00	Officer	$0	$0	$0
CHAD MEINERS	LEADING KNIGHT	005.00	Officer	$0	$0	$0
BARBARA EHLING	CHAPLAIN	002.00	Officer	$0	$0	$0
CHRISTINE KISH	TILER	005.00	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	$197,355	$176,665	$151,161	$20,690
2024	$156,766	$165,511	$85,656	$-8,745
2023	$113,586	$157,231	$94,401	$-43,645
2022	$126,564	$138,587	$138,046	$-12,023
2020	$168,720	$123,876	$158,391	$44,844

BENEVOLENT & PROTECTIVE ORDER OF ELKS 591