BPOE ELKS 701 (EIN 840147010) - 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

1987

Legal Domicile

Principal Officer

TOM FRAKER

Phone

7193849161

Tax Period

2024-04-01 to 2025-03-31

BPOE ELKS 701, founded in 1987, is a micro nonprofit that reported $86K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $83K left a modest 3% surplus.

Mission

FRATERNAL. OPERATION OF THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS, LODGE 701.

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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 $51,180

Program Service Revenue $3,487

Investment Income $7,336

Other Revenue $24,485

TOTAL REVENUE $86,488

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,461

Fundraising Expenses $0

Program Expenses $83,498

Other Expenses $63,037

TOTAL EXPENSES $83,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,488	$93,215	-0.1%
Expenses	$83,498	$85,886	0.0%
Net Income	$2,990	$7,329	-0.6%

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

Volunteers

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

$5,400

Total Directors

$5,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMIAH STOKER	EXALTED RULE	2.00	Director	$0	$0	$0
WHITNEY NELSON	LOYAL KNIGHT	2.00	Director	$0	$0	$0
CHRISTOPHER KLIESEN	LEADING KNIG	2.00	Director	$0	$0	$0
JAMES PARSONS	SECRETARY	20.00	Officer Director	$3,600	$0	$3,600
TOM FRAKER	TREASURER	5.00	Officer Director	$1,800	$0	$1,800
MICHAEL PEREZ	TRUSTEE	2.00	Director	$0	$0	$0
DEBI FRAKER	INNER GUARD	2.00	Director	$0	$0	$0
ELAINE MCINTYRE	TRUSTEE	2.00	Director	$0	$0	$0
VACANT	ORGANIST	N/A	Director	$0	$0	$0
MERCEDES LOVATO	TRUSTEE	2.00	Director	$0	$0	$0
VACANT	LECTURING KN	N/A	Director	$0	$0	$0
TARA LUCERO	CHAPLIN	2.00	Director	$0	$0	$0
TONI CORDOVA	ESQUIRE	2.00	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	$86,488	$83,498	$220,988	$2,990
2024	$93,215	$85,886	$216,282	$7,329
2023	$72,396	$87,247	$210,566	$-14,851
2022	$87,296	$88,129	$222,583	$-833
2021	$62,358	$66,741	$216,317	$-4,383
2020	$69,387	$82,169	$220,262	$-12,782
2019	$71,236	$78,758	$237,684	$-7,522

BPOE ELKS 701