BENEVOLENT & PROTECTIVE ORDER OF ELKS 0819 (EIN 370430895) - 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

1903

Legal Domicile

Principal Officer

RALPH FOX

Phone

6182444885

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 0819, founded in 1903, is a small nonprofit that reported $336K in total revenue in fiscal year 2024. Revenue surged 82% from the prior year, signaling strong growth momentum. Net assets of $857K represent 31 months of operating reserves.

Mission

THE BENEVOLENT & PROTECTIVE ORDER OF THE ELKS' MISSION IS TO PROVIDE BENEFITS TO THEIR MEMBERS AND BENEVOLENCE TO ITS COMMUNITY.

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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 $20,997

Program Service Revenue $69,258

Investment Income $6,289

Other Revenue $239,613

TOTAL REVENUE $336,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,603

Fundraising Expenses $0

Program Expenses $353,762

Other Expenses $249,159

TOTAL EXPENSES $353,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,157	$184,838	+0.8%
Expenses	$353,762	$282,528	+0.3%
Net Income	$-17,605	$-97,690	-0.8%

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

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

$5,754

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROCKIE THOMPSON	TRUSTEE	4.00	Director	$0	$0	$0
VALARIE CARR	TRUSTEE	4.00	Director	$0	$0	$0
DAVE BOWLING	TRUSTEE	4.00	Director	$0	$0	$0
JASON LAIRD	TRUSTEE	4.00	Director	$0	$0	$0
JAY McDERMOTT	TRUSTEE	4.00	Director	$0	$0	$0
DAVID RAKEY	TRUSTEE	4.00	Director	$0	$0	$0
SAM HAYES	OFFICER	4.00	Officer	$0	$0	$0
TIM BAIN	OFFICER	4.00	Officer	$5,754	$0	$5,754
RALPH FOX	OFFICER	4.00	Officer	$0	$0	$0
ANTHONY BURK	EXALTED RULER	4.00	Officer	$0	$0	$0
DAVID LAIRD	OFFICER/TREASURER	4.00	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	$336,157	$353,762	$920,143	$-17,605
2024	$184,838	$282,528	$926,949	$-97,690
2023	$269,215	$309,260	$982,007	$-40,045
2022	$260,731	$245,398	$1,051,862	$15,333
2021	$154,614	$173,622	$1,031,134	$-19,008
2020	$284,340	$367,225	$1,020,028	$-82,885
2019	$271,503	$412,633	$1,174,951	$-141,130

BENEVOLENT & PROTECTIVE ORDER OF ELKS 0819