BENEVOLENT & PROTECTIVE ORDER OF ELKS #413 (EIN 850068712) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

ANDREW HOUSLEY

Phone

5755383081

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #413, founded in 1913, is a small nonprofit that reported $160K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $178K exceeded revenue, resulting in a 12% operating deficit.

Mission

A FRATERNAL ORGANIZATION DEDICATED TO CHARITY,JUSTICE, BROTHERLY LOVE AND FIDELITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $106,865

Program Service Revenue $0

Investment Income $0

Other Revenue $52,759

TOTAL REVENUE $159,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,686

Fundraising Expenses $0

Program Expenses $178,117

Other Expenses $114,431

TOTAL EXPENSES $178,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$159,624	$175,804	-0.1%
Expenses	$178,117	$162,147	+0.1%
Net Income	$-18,493	$13,657	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA FLORES	SECRETARY	4.0	Officer Director	$6,000	$0	$6,000
ANDREW HOUSLEY	TREASURER	10.0	Officer Director	$6,000	$0	$6,000
FRANK CARILLO	PRIOR LOYAL KNIGHT	4.0	Officer Director	$0	$0	$0
MARGIE FORD	PRIOR LECTURING KNIGHT	4.0	Officer Director	$0	$0	$0
CONNIE SHIVNER	PRIOR ESQUIRE	4.0	Officer Director	$0	$0	$0
YVETTE CHAVEZ	PRIOR TILER	4.0	Officer Director	$0	$0	$0
DANNY FLORES	PRIOR CHAPLIN	4.0	Officer Director	$0	$0	$0
CHRISTINE CARILLO	PRIOR SECRETARY	4.0	Officer Director	$0	$0	$0
STANLEY WILSON	PRIOR TREASURER	10.0	Officer Director	$0	$0	$0
CASEY KIMBERLY	EXALTED RULER	6.0	Officer Director	$0	$0	$0
BEN ORTIZ	LEADING KNIGHT	4.0	Officer Director	$0	$0	$0
CONNIE SHIVNER	LECTURING KNIGHT	4.0	Officer Director	$0	$0	$0
GLORIA FLORES	PRIOR TREASURE	10.0	Officer Director	$0	$0	$0
ANDREW HOUSLEY	PRIOR TRUSTEE	4.0	Director	$0	$0	$0
WANDA HALL	TRUSTEE	4.0	Director	$0	$0	$0
MICHELE BLACKMAN	TRUSTEE	4.0	Director	$0	$0	$0
JOHN PREJEAN	TRUSTEE	4.0	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	$159,624	$178,117	$489,326	$-18,493
2024	$175,804	$162,147	$498,196	$13,657
2023	$147,620	$148,545	$484,119	$-925
2022	$114,761	$99,395	$484,559	$15,366
2021	$51,865	$43,869	$468,880	$7,996
2020	$145,910	$162,975	$469,577	$-17,065
2019	$168,755	$167,391	$490,997	$1,364

BENEVOLENT & PROTECTIVE ORDER OF ELKS #413