BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 860133116) - 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

1957

Legal Domicile

Principal Officer

CHRIS REPASS

Phone

5208367083

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1957, is a small nonprofit that reported $405K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $449K exceeded revenue, resulting in a 11% operating deficit.

Mission

To carry on Fraternal activities under the Lodge system, the net income of which is used exclusively for benevolent and charitable purposes.

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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 $122,471

Program Service Revenue $0

Investment Income $6,708

Other Revenue $275,335

TOTAL REVENUE $404,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,390

Fundraising Expenses $0

Program Expenses $33,977

Other Expenses $328,611

TOTAL EXPENSES $449,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$404,514	$479,236	-0.2%
Expenses	$449,001	$446,385	+0.0%
Net Income	$-44,487	$32,851	-2.4%

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

753

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

$22,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA JOHNSON	SECRETARY	30	Officer	$13,368	$0	$13,368
ROBERT BUIE	TREASURER	25	Officer	$9,408	$0	$9,408
CHRIS REPASS	EXALTED RULER	20	Officer	$0	$0	$0
DANIEL LAMM	LEADING KNIGHT	5	Officer	$0	$0	$0
ELAINE LAMM	LOYAL KNIGHT	5	Officer	$0	$0	$0
PEG KORAL	LECTURING KNIGHT	5	Officer	$0	$0	$0
KARY KERR	ESQUIRE	5	Officer	$0	$0	$0
KATE SCHMIDBAUER	CHAPLIN	5	Officer	$0	$0	$0
ROXANNE PHILLIPS	INNER GUARD	5	Officer	$0	$0	$0
LIBBY KERR	TILER	5	Officer	$0	$0	$0
CALVIN FONG	TRUSTEE CHAIRMAN	20	Officer Director	$0	$0	$0
DIANE REPASS	TRUSTEE	5	Officer Director	$0	$0	$0
JIM SMOLINSKI	TRUSTEE	5	Officer Director	$0	$0	$0
DAWN CURTIS	TRUSTEE	5	Officer Director	$0	$0	$0
GROVER RAMSEY	TRUSTEE	5	Officer 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	$404,514	$449,001	$620,407	$-44,487
2024	$479,236	$446,385	$685,694	$32,851
2023	$416,425	$369,556	$642,362	$46,869
2022	$382,261	$334,654	$581,695	$47,607
2021	$286,834	$233,743	$528,980	$53,091

BENEVOLENT & PROTECTIVE ORDER OF ELKS