BENEVOLENT & PROTECTIVE ORDER OF E… - Form 990 Financial Data

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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

1956

Legal Domicile

Principal Officer

SCOTT MONTGOMERY

Phone

4066531920

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1764, founded in 1956, is a small nonprofit that reported $131K in total revenue in fiscal year 2024. Revenue surged 341% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 24% operating margin.

Mission

THE PRIMARY PURPOSE FOR WHICH THIS CORPORATION IS FORMED IS TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY, TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP AND TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION.

Program Service Accomplishments

Program 1

Expenses: $12,687

CONTRIBUTIONS TO COMMUNITY

Program 2

Expenses: $172,099

MEMBER LODGE SERVICES

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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 $65,133

Program Service Revenue $900

Investment Income $3

Other Revenue $65,435

TOTAL REVENUE $131,471

Expense Breakdown

Grants Paid $12,687

Salaries & Benefits $25,859

Fundraising Expenses $0

Program Expenses $184,786

Other Expenses $61,122

TOTAL EXPENSES $99,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,471	$29,828	+3.4%
Expenses	$99,668	$41,375	+1.4%
Net Income	$31,803	$-11,547	-3.8%

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

N/A

Employees

N/A

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

$599

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY TRAEHOLT	TRUSTEE	2.00	Director	$0	$0	$0
GENE PRONTO	TRUSTEE	2.00	Director	$0	$0	$0
DAVID PERKINSD	TRUSTEE	2.00	Director	$0	$0	$0
BILL VANDERWEELE	TILER	2.00	Director	$0	$0	$0
ANGELA ROMO	ESQUIRE	2.00	Director	$0	$0	$0
LOUISE PETERSEN	CHAPLAIN	2.00	Director	$0	$0	$0
JOHN PLESTINA	INNER GUARD	2.00	Director	$0	$0	$0
SCOTT MONTGOMERY	EXALTED RULER	3.00	Officer	$599	$0	$599
KAREN JEIDE	SECRETARY	4.00	Officer	$0	$0	$0
PENNY PRESSER	TREASURER	4.00	Officer	$0	$0	$0
DENNIS HESER	LEADING KNIGHT	2.00	Officer	$0	$0	$0
JEFF PRESSER	LOYAL KNIGHT	2.00	Officer	$0	$0	$0
AMY KELLER	LECTURING KNIGHT	2.00	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
2026	No data	No data	No data	No data
2025	$131,471	$99,668	$89,605	$31,803
2024	$29,828	$41,375	$109,036	$-11,547
2023	$32,566	$39,905	$131,976	$-7,339
2022	$23,357	$40,962	$131,744	$-17,605
2021	$43,499	$27,259	$149,349	$16,240
2020	$132,770	$22,540	$134,489	$110,230
2019	$239,380	$40,836	$168,458	$198,544

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1764