BENEVOLENT AND PROTECTIVE ORDER OF ELKS # 2714 BPOE (EIN 592648978) - 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

1993

Legal Domicile

Principal Officer

JOSEPH SHARLAND TALBOTT

Phone

7725891516

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS # 2714 BPOE, founded in 1993, is a small nonprofit that reported $276K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $313K exceeded revenue, resulting in a 13% 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 $107,860

Program Service Revenue $40,791

Investment Income $4,376

Other Revenue $122,989

TOTAL REVENUE $276,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,819

Fundraising Expenses $0

Program Expenses $291,767

Other Expenses $221,127

TOTAL EXPENSES $312,946

Year-over-Year Comparison

	2024	2023	Change
Revenue	$276,016	$305,962	-0.1%
Expenses	$312,946	$332,236	-0.1%
Net Income	$-36,930	$-26,274	+0.4%

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

110

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
DAN TALBOTT	EXALTED RULER	015.00	Officer	$0	$0	$0
JOSEPH SHARLAND	LEADING KNIGHT	005.00	Officer	$0	$0	$0
LOUIS REYES	LOYAL KNIGHT	005.00	Officer	$0	$0	$0
MIKE SADLER	LECTURING KNIGHT	005.00	Officer	$0	$0	$0
DAN WEST	SECRETARY	015.00	Officer	$0	$0	$0
DOREEN MARCHETTI	TREASURER	005.00	Officer	$0	$0	$0
CHUCK MARCHETTI	TRUSTEE	005.00	Officer	$0	$0	$0
DAVE ZUKOWSKI	TRUSTEE	005.00	Officer	$0	$0	$0
AUDREY HUDDY	TRUSTEE	005.00	Officer	$0	$0	$0
NORM MALBOEUF	TRUSTEE	005.00	Officer	$0	$0	$0
JOHN MCDONOUGH	TRUSTEE	005.00	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	$276,016	$312,946	$409,017	$-36,930
2024	$305,962	$332,236	$467,714	$-26,274
2023	$420,943	$335,308	$515,182	$85,635
2022	$219,280	$254,449	$442,849	$-35,169
2021	$153,084	$212,616	$446,005	$-59,532
2020	$243,099	$219,292	$487,701	$23,807
2019	$226,898	$194,916	$493,977	$31,982

BENEVOLENT AND PROTECTIVE ORDER OF ELKS # 2714 BPOE