Benevolent and Protective Order of Elks 979 (EIN 740508020) - 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

1905

Legal Domicile

Phone

9798362261

Tax Period

2024-04-01 to 2025-03-31

Benevolent and Protective Order of Elks 979, founded in 1905, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

To carry on fraternal activities under the Lodge system, the net income of which is used exclusively for benevolent and charitable purposes. This is accomplished through youth activities, drug awareness, youth scholarship, assistance to local charities, veteran programs, Americanism, and support to State Major Project.

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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 $40,900

Program Service Revenue $0

Investment Income $768

Other Revenue $83,635

TOTAL REVENUE $125,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,572

Fundraising Expenses $0

Other Expenses $110,632

TOTAL EXPENSES $126,204

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,303	$97,391	+0.3%
Expenses	$126,204	$130,457	0.0%
Net Income	$-901	$-33,066	-1.0%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

303

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
Lonnie Tegeler	Trustee	1.00	Director	$0	$0	$0
Klay Beach	Trustee	1.00	Director	$0	$0	$0
Windy Mock	Trustee	1.00	Director	$0	$0	$0
Joanne Hollingsworth	Trustee	1.00	Director	$0	$0	$0
Tony Smith	Trustee	0.00	Director	$0	$0	$0
Lila Steele	Exalted Ruler	10.00	Officer	$0	$0	$0
Tammy Gehavak	Leading Knight	1.00	Officer	$0	$0	$0
Chris Kokemor	Loyal Knight	1.00	Officer	$0	$0	$0
Matt Gore	Lecturing Knight	1.00	Officer	$0	$0	$0
Scott Sonnenburg	Secretary	10.00	Officer	$0	$0	$0
Rory Archibald	Treasurer	5.00	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	$125,303	$126,204	$358,302	$-901
2024	$97,391	$130,457	$336,327	$-33,066
2023	$100,171	$126,430	$281,835	$-26,259
2022	$92,048	$83,828	$240,616	$8,220
2020	$120,668	$129,679	$242,471	$-9,011
2019	$125,408	$123,778	$235,139	$1,630

Benevolent and Protective Order of Elks 979