BENEVOLENT PROTECTIVE ORDER OF ELKS #969 (EIN 850022486) - 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

1908

Legal Domicile

Principal Officer

MIKE DINAPOLI

Phone

5756221560

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT PROTECTIVE ORDER OF ELKS #969, founded in 1908, is a small nonprofit that reported $685K in total revenue in fiscal year 2024. Expenses of $625K left a modest 9% surplus.

Mission

SERVING PEOPLE AND COMMUNITIES THROUGH BENEVOLENT 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 $84,015

Program Service Revenue $27,670

Investment Income $0

Other Revenue $573,404

TOTAL REVENUE $685,089

Expense Breakdown

Grants Paid $65,701

Salaries & Benefits $297,671

Fundraising Expenses $0

Program Expenses $556,891

Other Expenses $262,094

TOTAL EXPENSES $625,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$685,089	$676,484	+0.0%
Expenses	$625,466	$598,166	+0.0%
Net Income	$59,623	$78,318	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S FINLAY JR	CHARIMAN OF THE BD	003.00	Director	$0	$0	$0
CODY BROCK	TRUSTEE	001.00	Director	$0	$0	$0
JOHN S FINLAY JR	TRUSTEE	001.00	Director	$0	$0	$0
BARBARA HANES	TRUSTEE	001.00	Director	$0	$0	$0
TIMOTHY Z JENNINGS	TRUSTEE	001.00	Director	$0	$0	$0
SUSANA MARTINEZ	TRUSTEE	001.00	Director	$0	$0	$0
NATHAN RICHBURG	PRESIDENT	001.00	Officer	$0	$0	$0
EMILY MOLINAR	CORPORATE SECRETARY	001.00	Officer	$0	$0	$0
DENISE DAWSON	SENIOR VICE PRESIDENT	001.00	Officer	$0	$0	$0
CHIP CLEMMONS	VICE PRESIDENT	001.00	Officer	$0	$0	$0
MARY DAVIS	TREASURER	005.00	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	$685,089	$625,466	$1,147,140	$59,623
2024	$676,484	$598,166	$1,093,403	$78,318
2023	$891,795	$567,264	$1,034,469	$324,531
2022	$659,589	$487,142	$702,694	$172,447
2021	$122,307	$237,091	$549,854	$-114,784
2020	$487,440	$426,943	$635,638	$60,497
2019	$421,904	$435,457	$657,366	$-13,553

BENEVOLENT PROTECTIVE ORDER OF ELKS #969