BENEVOLENT & PROTECTIVE ORDER OF ELKS #468 BPOE (EIN 860031960) - 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

1899

Legal Domicile

Principal Officer

DANIEL JONES

Phone

9286956464

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #468 BPOE, founded in 1899, is a small nonprofit that reported $463K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $434K left a modest 6% surplus.

Mission

CHARITABLE AND FRATERNAL ACTIVITIES

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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 $184,470

Program Service Revenue $17,510

Investment Income $4,851

Other Revenue $256,582

TOTAL REVENUE $463,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,862

Fundraising Expenses $0

Other Expenses $258,879

TOTAL EXPENSES $433,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$463,413	$393,731	+0.2%
Expenses	$433,741	$424,287	+0.0%
Net Income	$29,672	$-30,556	-2.0%

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

500

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

$20,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL JONES	EXALTED RULER	20.00	Officer	$0	$0	$0
TORY STRADLIN	LEADING KNIGHT	5.00	Officer	$0	$0	$0
KEITH SWEET	LOYAL KNIGHT	25.00	Officer	$0	$0	$0
ROGER STEWART	LECTURING KNIGHT	20.00	Officer	$0	$0	$0
LANA LETHCOE	SECRETARY	20.00	Officer	$7,292	$0	$7,292
JANICE CLARKE	SECRETARY	0.00	Officer	$3,400	$0	$3,400
ROSE ALEXANDER	TREASURER	30.00	Officer	$9,423	$0	$9,423
GORDON HASKINS	TREASURER	0.00	Officer	$462	$0	$462
DAREL FRUHWIRTH	TRUSTEE CHAIR	10.00	Director	$0	$0	$0
JACK KRAMER	TRUST TWO YEAR	10.00	Director	$0	$0	$0
MIKE TIMM	TRUST THREE YEAR	10.00	Director	$0	$0	$0
DAVE ALLEN	TRUSTEE FOUR YEAR	10.00	Director	$0	$0	$0
RICHARD JOSEPH	TRUST FIVE YEAR	10.00	Director	$0	$0	$0
WAYNE PERKINS	TILER	10.00	Director	$0	$0	$0
CAROLYN CARROLL	ESQUIRE	10.00	Director	$0	$0	$0
CLARISSA JOSEPH	CHAPLAIN	10.00	Director	$0	$0	$0
CHRISSY POPE GUNTHER	INNER GUARD	10.00	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	$463,413	$433,741	$483,615	$29,672
2024	$393,731	$424,287	$338,404	$-30,556
2023	$310,969	$352,157	$358,033	$-41,188
2022	$338,513	$338,188	$374,921	$325
2021	$166,483	$174,851	$360,537	$-8,368
2020	$209,026	$225,924	$365,964	$-16,898
2019	$231,912	$240,739	$384,200	$-8,827

BENEVOLENT & PROTECTIVE ORDER OF ELKS #468 BPOE