BENEVOLENT & PROTECTIVE ORDER ELKS 2266 (EIN 520802485) - 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

1964

Legal Domicile

Principal Officer

MIKE J SWANGLER

Phone

4109692266

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER ELKS 2266, founded in 1964, is a small nonprofit that reported $588K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY

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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 $20,765

Program Service Revenue $567,448

Investment Income $7

Other Revenue $0

TOTAL REVENUE $588,220

Expense Breakdown

Grants Paid $27,706

Salaries & Benefits $24,259

Fundraising Expenses $0

Program Expenses $587,176

Other Expenses $547,013

TOTAL EXPENSES $598,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$588,220	$511,379	+0.2%
Expenses	$598,978	$462,464	+0.3%
Net Income	$-10,758	$48,915	-1.2%

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

N/A

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
LORI KNOTT	TRUSTEE	5.00	Officer Director	$0	$0	$0
MIKE UMBERGER	TRUSTEE	5.00	Officer Director	$0	$0	$0
MIKE A SWANGLER	TRUSTEE	5.00	Officer Director	$0	$0	$0
MIKE J SWANGLER	EXALTED RULER	10.00	Officer	$0	$0	$0
STEVE JENKINS	LEADING KNIGHT	2.00	Officer	$0	$0	$0
DALENA JENKINS	LOYAL KNIGHT	2.00	Officer	$0	$0	$0
VINCE LEONE	LECTURING KNIGHT	2.00	Officer	$0	$0	$0
CHERYL SCHULTE	SECRETARY	15.00	Officer	$0	$0	$0
ANDREA SWANGLER	TREASURER	15.00	Officer	$0	$0	$0
MARLENE AMADOR	TILER	2.00	Officer	$0	$0	$0
LARRY MATHERS	ESQUIRE	2.00	Officer	$0	$0	$0
SEAN OTTEY	CHAPLAIN	2.00	Officer	$0	$0	$0
TODD WILSON	INNER GUARD	2.00	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	$588,220	$598,978	$537,790	$-10,758
2024	$511,379	$462,464	$504,589	$48,915
2023	$536,015	$452,324	$464,813	$83,691
2022	$329,697	$316,307	$481,740	$13,390
2021	$113,160	$173,956	$397,147	$-60,796
2020	$341,885	$330,440	$444,892	$11,445
2019	$370,895	$339,888	$451,150	$31,007

BENEVOLENT & PROTECTIVE ORDER ELKS 2266