BENEVOLENT & PROTECTIVE ORDER OF ELKS #1060 BARTLESVILLE

EIN: 730386473

BARTLESVILLE, OK

Total Revenue
$116,771
Total Expenses
$138,118
Total Assets
$284,805
Net Assets
$256,494
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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
1960
Legal Domicile
OK
Principal Officer
JAMES ROBINSON
Phone
9183330445
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #1060 BARTLESVILLE, founded in 1960, is a small nonprofit that reported $117K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $138K exceeded revenue, resulting in a 18% operating deficit.

Mission

Providing yourth scholarships, assisting Veterans Groups as well as national and state Elks Foundations.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $44,493
Program Service Revenue $0
Investment Income $1,306
Other Revenue $70,972
TOTAL REVENUE $116,771

Expense Breakdown

Grants Paid $33,288
Salaries & Benefits $8,011
Fundraising Expenses $0
Program Expenses $138,118
Other Expenses $96,819
TOTAL EXPENSES $138,118

Year-over-Year Comparison

2024 2023 Change
Revenue $116,771 $161,996 -0.3%
Expenses $138,118 $141,339 0.0%
Net Income $-21,347 $20,657 -2.0%
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

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Governance

Voting Members
15
Independent Members
15
Employees
6
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
4
$5,400
Total Directors
15
$5,400
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Joyce Morrison Secretary 006.00
Officer Director
$5,400 $0 $5,400
Kris Rainwater Exalted Ruler 002.00
Officer Director
$0 $0 $0
Gary Phillips Leading Knight 002.00
Officer Director
$0 $0 $0
Al Such Loyal Knight 002.00
Director
$0 $0 $0
Lance Thompson Lecturing Knight 002.00
Director
$0 $0 $0
Nicole Rainwater Treasurer 002.00
Officer Director
$0 $0 $0
Craig Willilamson Head of Trustees 002.00
Director
$0 $0 $0
Becky McElroy Trustee 002.00
Director
$0 $0 $0
Jon Farmer Trustee 002.00
Director
$0 $0 $0
Mark Phelps Trustee 002.00
Director
$0 $0 $0
Jim McCracken Trustee 002.00
Director
$0 $0 $0
Robert Bright Esquire 002.00
Director
$0 $0 $0
Gary Phillips Tiler 002.00
Director
$0 $0 $0
Cindy Manning Chaplin 002.00
Director
$0 $0 $0
Tanis Acker Inner Guard 002.00
Director
$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 $116,771 $138,118 $284,805 $-21,347
2024 $161,996 $141,339 $281,160 $20,657
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