BENEVOLENT & PROTECTIVE ORDER OF ELKS #321 (EIN 540138677) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1895

Legal Domicile

Principal Officer

JILL WAGNER

Phone

4342372963

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #321, founded in 1895, is a small nonprofit that reported $171K in total revenue in fiscal year 2018. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $191K exceeded revenue, resulting in a 11% operating deficit.

Mission

FRATERNIAL ORGANIZATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,813

Program Service Revenue $0

Investment Income $3,497

Other Revenue $44,576

TOTAL REVENUE $57,886

Expense Breakdown

Grants Paid $3,844

Salaries & Benefits $15,551

Fundraising Expenses $0

Program Expenses $77,987

Other Expenses $58,592

TOTAL EXPENSES $77,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,886	$197,112	-0.7%
Expenses	$77,987	$201,253	-0.6%
Net Income	$-20,101	$-4,141	+3.9%

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

N/A

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
RICHARD FLOYD	TRUSTEE	2.00	Officer Director	$0	$0	$0
JT DINKLE	TRUSTEE	2.00	Officer Director	$0	$0	$0
JOHN SAVILLE	TRUSTEE	2.00	Officer Director	$0	$0	$0
KAREN CAMPER	SECRETARY	2.00	Director	$0	$0	$0
JILL WAGNER	EXALTED RULER	2.00	Director	$0	$0	$0
DOROTHY POLLARD	TRUSTEE	2.00	Director	$0	$0	$0
DON CARPENTER	TRUSTEE	2.00	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
2024	$57,886	$77,987	$210,086	$-20,101
2023	$197,112	$201,253	$232,570	$-4,141
2022	$101,958	$119,296	$236,089	$-17,338
2021	$104,704	$132,413	$252,406	$-27,709
2020	$153,268	$180,657	$279,274	$-27,389
2019	$171,449	$190,660	$306,594	$-19,211

BENEVOLENT & PROTECTIVE ORDER OF ELKS #321