BENEVOLENT & PROTECTIVE ORDER OF ELKS 1678 (EIN 370615901) - 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

1992

Legal Domicile

Principal Officer

STEVEN LINDSEY

Phone

6185480149

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1678, founded in 1992, is a small nonprofit that reported $235K in total revenue in fiscal year 2024. Expenses of $275K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE & FIDELITY, BELIEF IN GOD, PROMOTE FELLOWSHIP, WELFARE & HAPPINESS OF MEMBERS, AMERICAN PATRIOTISM

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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 $100,898

Program Service Revenue $0

Investment Income $467

Other Revenue $134,056

TOTAL REVENUE $235,421

Expense Breakdown

Grants Paid $16,839

Salaries & Benefits $110,727

Fundraising Expenses $0

Other Expenses $141,425

TOTAL EXPENSES $274,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,421	$241,513	0.0%
Expenses	$274,847	$267,099	+0.0%
Net Income	$-39,426	$-25,586	+0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE LINDSEY	EXALTED RULER	15	Officer	$0	$0	$0
BRAD HARGIS	LEADING KNIGHT	5	Officer	$0	$0	$0
DAVID STEELE	LOYAL KNIGHT	5	Officer	$0	$0	$0
KENT GEARY	LECTURG KNIGHT	5	Officer	$0	$0	$0
SHERRY HARGIS	SECRETARY	25	Officer	$0	$0	$0
ROBYN DUNCAN	TREASURER	10	Officer	$0	$0	$0
LEON CHAPMAN	TRUSTEE	5	Director	$0	$0	$0
BOB LAFENHAGEN	TRUSTEE	5	Director	$0	$0	$0
MIKE MORTON	TRUSTEE	5	Director	$0	$0	$0
JOHN RODDY	TRUSTEE	5	Director	$0	$0	$0
BILL SOULON	TRUSTEE	5	Director	$0	$0	$0
MARK JOURND	ESQUIRE	5	Officer	$0	$0	$0
TIM METCALF	INNER GUARD	5	Officer	$0	$0	$0
TONY SMITH	TILER	5	Officer	$0	$0	$0
DAN SHULER	CHAPLAIN	5	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	$235,421	$274,847	$389,371	$-39,426
2024	$241,513	$267,099	$444,468	$-25,586
2023	$264,245	$215,193	$457,004	$49,052
2022	$224,332	$163,561	$390,992	$60,771
2022	$224,332	$163,561	$390,992	$60,771
2021	$181,175	$161,650	$363,612	$19,525
2021	$181,175	$134,561	$390,701	$46,614
2020	$241,327	$199,611	$287,969	$41,716
2019	$201,974	$167,151	$250,264	$34,823

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1678