BENEVOLENT AND PROTECTIVE ORDER OF ELKS (EIN 381557171) - 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

1955

Legal Domicile

Principal Officer

DAVID DIETERLE

Phone

9893669136

Tax Period

2022-04-01 to 2023-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS, founded in 1955, is a small nonprofit that reported $147K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $142K left a modest 3% surplus.

Mission

THIS ORGANIZATION'S MISSION IS THE SAME AS THE NATIONAL BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA

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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 (2022)

Revenue Breakdown

Contributions & Grants $14,726

Program Service Revenue $65,653

Investment Income $0

Other Revenue $66,851

TOTAL REVENUE $147,230

Expense Breakdown

Grants Paid $4,585

Salaries & Benefits $33,977

Fundraising Expenses $535

Other Expenses $103,244

TOTAL EXPENSES $142,106

Year-over-Year Comparison

	2022	2021	Change
Revenue	$147,230	$160,121	-0.1%
Expenses	$142,106	$173,478	-0.2%
Net Income	$5,124	$-13,357	-1.4%

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

427

Independent Members

427

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

$5,428

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILBERT HINES III	EXHALTED RUL	20.00	Director	$0	$0	$0
DEBORAH GOUIN	LEADING KNIG	15.00	Officer	$0	$0	$0
LESLIE HUDSON	LECTURING KN	15.00	Officer	$0	$0	$0
BETTY SIZEMORE	LOYAL KNIGHT	15.00	Officer	$0	$0	$0
DEBRA LAUERMANN	SECRETARY	15.00	Officer	$0	$0	$0
DAVID DIETERLE	TREASURER	20.00	Officer	$0	$0	$0
BRUCE SIZEMORE	TRUSTEE CHAI	15.00	Officer	$0	$0	$0
SUSAN COVA	TRUSTEE	15.00	Officer	$0	$0	$0
STEVEN DENNIS	TRUSTEE	15.00	Officer	$0	$0	$0
MARCIA MCGEE	TRUSTEE	15.00	Officer	$0	$0	$0
MARY REED	TRUSTEE	15.00	Officer	$5,428	$0	$5,428

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
2023	$147,230	$142,106	$204,737	$5,124
2022	$160,121	$173,478	$187,787	$-13,357
2021	$102,515	$80,176	$162,991	$22,339

BENEVOLENT AND PROTECTIVE ORDER OF ELKS