BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 20 (EIN 370913663) - 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

1883

Legal Domicile

Principal Officer

SHAWN HEROLD

Phone

3096742445

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 20, founded in 1883, is a small nonprofit that reported $291K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. Expenses of $249K left a modest 14% surplus.

Mission

TO RAISE MONEY FOR 501C3S. TO RAISE MONEY FOR LOCAL CHARITIES

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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 $125,896

Program Service Revenue $0

Investment Income $4,392

Other Revenue $160,453

TOTAL REVENUE $290,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,200

Fundraising Expenses $0

Other Expenses $241,678

TOTAL EXPENSES $248,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,741	$170,616	+0.7%
Expenses	$248,878	$163,333	+0.5%
Net Income	$41,863	$7,283	+4.7%

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

N/A

Employees

Volunteers

139

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
SARA MCDANIEL	LEADING KNIGHT	1.00	Director	$0	$0	$0
PEGGY FOLCK	LECTURING KNIGHT	1.00	Director	$0	$0	$0
CHRIS HEROLD	LOYAL KNIGHT	1.00	Director	$0	$0	$0
CHUCK WITKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
TOM ONEILL	TRUSTEE	1.00	Director	$0	$0	$0
RANDY KLEIST	TRUSTEE	1.00	Director	$0	$0	$0
LARRY MOEWS	TRUSTEE	1.00	Director	$0	$0	$0
ALEX JORDAN	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN HEROLD	EXALTED RULER	2.00	Officer	$0	$0	$0
JOSEPH PAYNE	SECRETARY	2.00	Officer	$0	$0	$0
MIKE MENKE	TREASURER	3.00	Officer	$0	$0	$0
ROBERTA CARTER	BARTENDER	20.00	Key Emp	$0	$0	$0
DENISE MORENGO	BARTENDER	20.00	Highest	$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	$290,741	$248,878	$716,448	$41,863
2024	$170,616	$163,333	$643,527	$7,283
2023	$132,109	$150,783	$640,748	$-18,674
2022	$125,511	$127,460	$652,747	$-1,949
2021	$42,959	$96,432	$653,555	$-53,473
2020	$147,719	$179,365	$680,495	$-31,646
2019	$146,386	$148,031	$760,407	$-1,645

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE 20