BENEVOLENT & PROTECTIVE ORDER ELKS OAKLAND LODGE 2481 (EIN 520982705) - 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

1972

Legal Domicile

Principal Officer

JAMES STEWART

Phone

3013341119

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER ELKS OAKLAND LODGE 2481, founded in 1972, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $250K exceeded revenue, resulting in a 11% operating deficit.

Mission

PROVIDE COMMUNITY SUPPORT THROUGH FUNDRAISING AND DAILY OPERATIONS

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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 $43,850

Program Service Revenue $0

Investment Income $1,620

Other Revenue $180,710

TOTAL REVENUE $226,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,242

Fundraising Expenses $0

Program Expenses $148,147

Other Expenses $139,232

TOTAL EXPENSES $250,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,180	$280,979	-0.2%
Expenses	$250,474	$256,726	0.0%
Net Income	$-24,294	$24,253	-2.0%

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

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

$11,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY FITZWATE	EX RULER	6	Officer	$0	$0	$0
SANDRA BRANTNE	SECRETARY	10	Officer	$6,284	$0	$6,284
PEGGY CANNON	TREASURER	30	Officer	$5,502	$0	$5,502
MARK WOLF	LEADING KNIGHT	3	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	$226,180	$250,474	$218,045	$-24,294
2024	$280,979	$256,726	$248,575	$24,253
2023	$259,086	$268,252	$223,621	$-9,166
2022	$237,482	$229,144	$233,569	$8,338
2021	$200,597	$175,074	$216,648	$25,523

BENEVOLENT & PROTECTIVE ORDER ELKS OAKLAND LODGE 2481