BENEVOLENT & PROTECTIVE ORDER ELKS (EIN 830146595) - 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

Principal Officer

JOHN ENGSTROM

Phone

3073242581

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER ELKS is a small nonprofit that reported $232K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $55K, a strong 24% operating margin.

Mission

RAISE FUNDS FOR LOCAL CHARITIES AND NATIONAL PROGRAMS.

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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 $97,557

Program Service Revenue $3,570

Investment Income $15,911

Other Revenue $114,963

TOTAL REVENUE $232,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,112

Fundraising Expenses $0

Other Expenses $124,829

TOTAL EXPENSES $176,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,001	$280,560	-0.2%
Expenses	$176,941	$233,258	-0.2%
Net Income	$55,060	$47,302	+0.2%

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

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ENGSTROM	TREASURER	12.00	Officer Director	$6,000	$0	$6,000
MIKE MURRY	SECRETARY	10.00	Officer Director	$6,000	$0	$6,000
DAVE SIDUN	EXALTER RULE	8.00	Officer Director	$0	$0	$0
TY ESPY	OFFICER	2.00	Officer	$0	$0	$0
CHRIS FRITZ	OFFICER	2.00	Officer	$0	$0	$0
PAM FRITZ	OFFICER	2.00	Officer	$0	$0	$0
BRIDGET GARLINGTON	OFFICER	2.00	Officer	$0	$0	$0
STACEY GLASSBURN	OFFICER	2.00	Officer	$0	$0	$0
MIKE MCVAY	OFFICER	2.00	Officer	$0	$0	$0
CRAIG SCHILLINGER	OFFICER	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
2025	$232,001	$176,941	$954,963	$55,060
2024	$280,560	$233,258	$862,794	$47,302
2023	$271,109	$252,764	$812,993	$18,345
2022	$314,766	$313,536	$798,010	$1,230
2022	$314,766	$317,298	$1,011,313	$-2,532

BENEVOLENT & PROTECTIVE ORDER ELKS