BENEVOLENT & PROTECTIVE ORDER OF ELKS 2169 (EIN 381690341) - 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

1971

Legal Domicile

Phone

2485886500

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 2169, founded in 1971, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Expenses of $157K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF 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 $26,555

Program Service Revenue $0

Investment Income $173

Other Revenue $100,913

TOTAL REVENUE $127,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,675

Fundraising Expenses $0

Program Expenses $157,304

Other Expenses $119,629

TOTAL EXPENSES $157,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,641	$126,972	+0.0%
Expenses	$157,304	$147,765	+0.1%
Net Income	$-29,663	$-20,793	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER WHITNEY	2 YR TRUSTEE	10.00	Director	$0	$0	$0
BERNARD LEPAGE JR	5 YR TRUSTEE	10.00	Director	$0	$0	$0
MARK LAPAGE	4 YR TRUSTEE	10.00	Director	$0	$0	$0
ERICA DICKINSON	1 YR TRUSTEE	10.00	Director	$0	$0	$0
SCOTT DICKINSON	3 YR TRUSTEE	10.00	Director	$0	$0	$0
JOEL DUNN	EXALTED RULER	15.00	Officer Director	$0	$0	$0
AL SCHWALLER	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
NICOLE BOYD	LECTURING KNIGHT	10.00	Officer Director	$0	$0	$0
ANGELA JOHNSTON	LEADING KNIGHT	10.00	Officer Director	$0	$0	$0
SUSAN PALMER	SECRETARY	25.00	Officer	$0	$0	$0
KATHY SAGER	TREASURER	20.00	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	$127,641	$157,304	$774,235	$-29,663
2024	$126,972	$147,765	$793,147	$-20,793
2023	$85,901	$132,450	$814,755	$-46,549
2022	$120,399	$127,502	$847,137	$-7,103
2021	$72,715	$112,722	$846,244	$-40,007
2020	$107,650	$112,031	$1,093,017	$-4,381
2019	$134,932	$122,039	$1,101,205	$12,893

BENEVOLENT & PROTECTIVE ORDER OF ELKS 2169