Benevolent & Protective Order of 1870 Stuart-Jensen Elks Lodge (EIN 590712784) - 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

1988

Legal Domicile

Principal Officer

Susan Simonelli

Phone

7722870277

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of 1870 Stuart-Jensen Elks Lodge, founded in 1988, is a small nonprofit that reported $265K in total revenue in fiscal year 2024.

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 $129,974

Program Service Revenue $0

Investment Income $1,681

Other Revenue $133,310

TOTAL REVENUE $264,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,924

Fundraising Expenses $0

Other Expenses $223,512

TOTAL EXPENSES $261,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,965	$272,496	0.0%
Expenses	$261,436	$279,373	-0.1%
Net Income	$3,529	$-6,877	-1.5%

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

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

$15,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE HURD	Treasurer	20.00	Officer	$8,800	$0	$8,800
JACQUELINE PEARSON	Secretary	20.00	Officer	$6,600	$0	$6,600
KENNY PEARSON	Exalted Ruler	10.00	Officer	$0	$0	$0
JOEY SIMONELLI	Leading Knight	10.00	Officer	$0	$0	$0
MARYHELEN FOLEY	Loyal Knight	10.00	Officer	$0	$0	$0
GARY DUCHESNE	Lecturing Knight	10.00	Officer	$0	$0	$0
CALEB BROCK	Tiler	10.00	Officer	$0	$0	$0
JOE SAPIENZA	Chaplain	10.00	Officer	$0	$0	$0
MICHAEL MANDESE	Esquire	10.00	Officer	$0	$0	$0
MARGE KELLOGG	Inner Guard	10.00	Officer	$0	$0	$0
JOHN LEIGHTON	5th Yr Trustee	10.00	Officer	$0	$0	$0
LEE KUHL	4th Yr Trustee	10.00	Officer	$0	$0	$0
BETH SNYDER	3rd Yr Trustee	10.00	Officer	$0	$0	$0
BARBARA HARTRICK	2nd Yr Trustee	10.00	Officer	$0	$0	$0
MARTY HARTRICK	1st Yr 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	$264,965	$261,436	$542,034	$3,529
2024	$272,496	$279,373	$581,875	$-6,877
2023	$285,754	$282,767	$599,071	$2,987
2022	$231,884	$225,041	$600,089	$6,843
2021	$142,717	$181,747	$603,461	$-39,030
2020	$204,685	$228,619	$649,856	$-23,934
2018	$259,377	$231,822	$590,043	$27,555

Benevolent & Protective Order of 1870 Stuart-Jensen Elks Lodge