BENEVOLENT ORDER OF ELKS 2797 (EIN 571060528) - 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

1997

Legal Domicile

Phone

8433576116

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT ORDER OF ELKS 2797, founded in 1997, is a small nonprofit that reported $165K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $184K exceeded revenue, resulting in a 11% operating deficit.

Mission

UNITING MEMBERS IN THE BONDS OF FRATERNITY, BENEVOLENCE AND CHARITY

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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 $74,473

Program Service Revenue $0

Investment Income $3,048

Other Revenue $87,908

TOTAL REVENUE $165,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,192

Fundraising Expenses $0

Program Expenses $152,097

Other Expenses $160,886

TOTAL EXPENSES $184,078

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,429	$174,952	-0.1%
Expenses	$184,078	$154,506	+0.2%
Net Income	$-18,649	$20,446	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY DUGAN	TRUSTEE	15.00	Director	$0	$0	$0
SUSAN COLABELLI	TRUSTEE	15.00	Director	$0	$0	$0
FRED THOMPSON	TRUSTEE	10.00	Director	$0	$0	$0
JOHN SERVISS	TRUSTEE	15.00	Director	$0	$0	$0
COLLEEN RIEHL	TRUSTEE	10.00	Director	$0	$0	$0
DAVID HARGETT	SECRETARY	15.00	Officer	$0	$0	$0
RICHARD RANDALL	LOYAL KNIGHT	15.00	Officer	$0	$0	$0
STAN GUCWA	TREASURER	25.00	Officer	$0	$0	$0
JOSEPH DELORRETO	LECTURING KNOGHT	15.00	Officer	$0	$0	$0
WALTER RIEHL	EXALTED RULER	15.00	Officer	$0	$0	$0
JENNIFER SERVISS	LEADING KNIGHT	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	$165,429	$184,078	$625,434	$-18,649
2024	$174,952	$154,506	$651,944	$20,446
2023	$210,818	$180,785	$652,284	$30,033
2022	$234,827	$206,193	$638,241	$28,634
2021	$185,792	$145,453	$599,693	$40,339
2020	$193,368	$172,145	$571,571	$21,223
2019	$183,400	$186,348	$529,435	$-2,948

BENEVOLENT ORDER OF ELKS 2797