BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1318 (EIN 570122798) - 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

1961

Legal Domicile

Phone

8033282458

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1318, founded in 1961, is a micro nonprofit in the Mutual Benefit sector that reported $68K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $65K left a modest 3% surplus.

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 AND QUICKEN THE SPIRIT OF PATRIOTISM.

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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 $98,429

Program Service Revenue $0

Investment Income $24,414

Other Revenue $-55,268

TOTAL REVENUE $67,575

Expense Breakdown

Grants Paid $16,095

Salaries & Benefits $12,650

Fundraising Expenses $0

Program Expenses $55,820

Other Expenses $36,725

TOTAL EXPENSES $65,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,575	$102,089	-0.3%
Expenses	$65,470	$62,778	+0.0%
Net Income	$2,105	$39,311	-0.9%

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

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

$9,650

Total Directors

Key Employees

$22,200

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Matt Helms	Riverpark Assistant	Key Emp	$15,000	$0	$15,000
Shelia Fields	Secretary	Officer	$6,650	$0	$6,650
Lynn Freeman	Riverpark Assistant	Key Emp	$4,200	$0	$4,200
David Walser	Treasurer	Officer	$3,000	$0	$3,000
Brenda Shore	Office	Key Emp	$3,000	$0	$3,000

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	$67,575	$65,470	$2,754,337	$2,105
2024	$102,089	$62,778	$2,681,704	$39,311
2023	$79,802	$62,193	$2,671,195	$17,609
2022	$143,661	$55,841	$2,696,701	$87,820

BENEVOLENT & PROTECTIVE ORDER OF ELKS LODGE 1318