BENEVOLENT AND PROTECTIVE ORDER OF 1986 BPOE (EIN 381604637) - 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

1956

Legal Domicile

Principal Officer

RICK BOWES

Phone

2484761986

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF 1986 BPOE, founded in 1956, is a small nonprofit that reported $131K in total revenue in fiscal year 2024. Expenses of $113K left a modest 14% surplus.

Mission

ENGAGEMENT IN LOCAL CHARITABLE PROGRAMS AND DIRECT INVOLVEMENT IN THE NATIONAL PROGRAMS PUT FORTH BY THE NATIONAL LODGE OF THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS.

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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 $49,308

Program Service Revenue $3,930

Investment Income $2,683

Other Revenue $74,603

TOTAL REVENUE $130,524

Expense Breakdown

Grants Paid $20,607

Salaries & Benefits $4,829

Fundraising Expenses $0

Other Expenses $87,231

TOTAL EXPENSES $112,667

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,524	$127,187	+0.0%
Expenses	$112,667	$97,213	+0.2%
Net Income	$17,857	$29,974	-0.4%

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

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

$4,800

Total Directors

$4,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICK BOWES	EXALTED RULER	10.00	Officer Director	$0	$0	$0
STACY SWANDERSKI	LEADING KNIGHT	10.00	Officer Director	$0	$0	$0
STEVE LUCE	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
THERESA MILLER	LECTURING KNIGHT	10.00	Officer Director	$0	$0	$0
TOM KILLIANY	SECRETARY	10.00	Officer Director	$2,400	$0	$2,400
DONALD MCGEE	TREASURER	10.00	Officer Director	$2,400	$0	$2,400
EDWARD HIRSCH	TRUSTEE	10.00	Director	$0	$0	$0
SUMMER PLOSKI	TRUSTEE	10.00	Director	$0	$0	$0
CHRISTINE DOBY	TRUSTEE	10.00	Director	$0	$0	$0
DOUGLAS MITCHELL	TRUSTEE	10.00	Director	$0	$0	$0
KIMBERLY SHAY	TREASURER	10.00	Director	$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	$130,524	$112,667	$199,400	$17,857
2024	$127,187	$97,213	$180,926	$29,974
2023	$124,231	$129,136	$151,429	$-4,905
2022	$136,036	$120,938	$157,788	$15,098
2021	$75,179	$88,758	$157,324	$-13,579

BENEVOLENT AND PROTECTIVE ORDER OF 1986 BPOE