BENEVOLENT & PROTECTIVE OF ELKS NO 897 (EIN 570158948) - 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

1908

Legal Domicile

Phone

8035344873

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE OF ELKS NO 897, founded in 1908, is a micro nonprofit that reported $63K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $70K exceeded revenue, resulting in a 10% operating deficit.

Mission

FRATERNAL ORGANIZATION

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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 $63,322

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $63,322

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $21,013

Other Expenses $69,843

TOTAL EXPENSES $69,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,322	$68,781	-0.1%
Expenses	$69,843	$67,530	+0.0%
Net Income	$-6,521	$1,251	-6.2%

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

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 POOSER	TRUSTEE	5.00	Director	$0	$0	$0
SCOTT HUPP	TRUSTEE	5.00	Director	$0	$0	$0
BETTY SKOLASKY	TRUSTEE	5.00	Director	$0	$0	$0
JOHN REID	EXALTED RULER	5.00	Director	$0	$0	$0
MENDEL INFINGER	TRUSTEE	5.00	Director	$0	$0	$0
JENNIFER HUPP	TREASURER	10.00	Officer	$0	$0	$0
CHARLES BOWERS	SECRETARY	10.00	Officer	$0	$0	$0
JAMES MYERS	TRUSTEE	10.00	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	$63,322	$69,843	$309,396	$-6,521
2024	$68,781	$67,530	$315,917	$1,251
2023	$49,435	$71,461	$325,069	$-22,026
2022	$69,129	$67,495	$347,095	$1,634
2021	$40,420	$55,712	$345,461	$-15,292
2020	$39,312	$63,609	$360,754	$-24,297
2019	$46,724	$66,435	$384,885	$-19,711

BENEVOLENT & PROTECTIVE OF ELKS NO 897