Benevolent & Protective Order of Elks Lodge (EIN 440661215) - 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

1905

Legal Domicile

Principal Officer

Samantha Barrett

Phone

8166302001

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks Lodge, founded in 1905, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring.

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; to culivate good fellowship; continues on schedule O.

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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 $59,645

Program Service Revenue $1,645

Investment Income $1,214

Other Revenue $97,523

TOTAL REVENUE $160,027

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $59,233

Fundraising Expenses $0

Program Expenses $112,122

Other Expenses $94,854

TOTAL EXPENSES $166,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,027	$223,203	-0.3%
Expenses	$166,294	$230,251	-0.3%
Net Income	$-6,267	$-7,048	-0.1%

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

$6,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deann Baird	Treasurer	5.00	Officer	$3,600	$0	$3,600
Rene Sisk	Secretary	5.00	Officer	$3,300	$0	$3,300
Bill Westerheide	Trustee	1.00	Director	$0	$0	$0
Nate Hardesty	Trustee	1.00	Director	$0	$0	$0
Junior Boyce	Trustee	1.00	Director	$0	$0	$0
Keith Roos	Trustee	1.00	Director	$0	$0	$0
Patti Loveall	Trustee	1.00	Director	$0	$0	$0
Samantha Barrett	Exalted Ruler	1.00	Officer	$0	$0	$0
Rhonda Amos	Leading Knight	1.00	Officer	$0	$0	$0
Donna Benne	Loyal Knight	1.00	Officer	$0	$0	$0
Calvin Gatlin	Lecturing Knight	1.00	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	$160,027	$166,294	$190,754	$-6,267
2024	$223,203	$230,251	$196,825	$-7,048
2023	$184,419	$165,562	$182,655	$18,857
2023	$200,970	$164,919	$205,143	$36,051
2022	$161,935	$157,192	$169,457	$4,743
2020	$108,451	$132,283	$166,089	$-23,832

Benevolent & Protective Order of Elks Lodge