Benevolent and Protective Order of Elks #778 (EIN 550274345) - 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

1979

Legal Domicile

Phone

3042676411

Tax Period

2023-04-01 to 2024-03-31

Benevolent and Protective Order of Elks #778, founded in 1979, is a small nonprofit that reported $231K in total revenue in fiscal year 2023.

Mission

Fraternal organization prompting member and community welfare. The organization provides funds for various charitable and other worthwhile organizations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $44,709

Program Service Revenue $0

Investment Income $1,687

Other Revenue $185,064

TOTAL REVENUE $231,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,754

Fundraising Expenses $0

Other Expenses $148,771

TOTAL EXPENSES $239,525

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,460	$231,375	+0.0%
Expenses	$239,525	$189,902	+0.3%
Net Income	$-8,065	$41,473	-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

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

$8,760

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cynthia K Stegmaier	Secretary	010.00	Officer	$4,380	$0	$4,380
Shannon M Wood	Treasurer	010.00	Officer	$4,380	$0	$4,380
Walter Shade	Chairman of Trustees	005.00	Officer Director	$0	$0	$0
Kenneth Richardson	Trustee	005.00	Director	$0	$0	$0
Rodney Woods	Trustee	005.00	Director	$0	$0	$0
Patrick Neiderer	Trustee	005.00	Director	$0	$0	$0
William Stegmaier	Trustee	005.00	Director	$0	$0	$0
Jan Unger	Exalted Ruler	010.00	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
2024	$231,460	$239,525	$309,107	$-8,065
2023	$231,375	$189,902	$271,356	$41,473
2022	$203,256	$160,536	$247,041	$42,720
2021	$124,922	$127,140	$161,848	$-2,218
2020	$154,234	$152,538	$162,143	$1,696
2019	$65,215	$210,490	$152,120	$-145,275

Benevolent and Protective Order of Elks #778