BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 860188483) - 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

1967

Legal Domicile

Principal Officer

JULIE SPECTOR

Phone

9282827571

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1967, is a small nonprofit that reported $139K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $123K left a modest 12% surplus.

Mission

TO HELP THOSE IN NEED AND PROVIDE A FACILITY FOR RAISING FUNDS TO PROMOTE AMERICANISM, EDUCATION, AND OTHER COMMUNITY EVENTS

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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 $20,573

Program Service Revenue $2,419

Investment Income $1

Other Revenue $116,032

TOTAL REVENUE $139,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,891

Fundraising Expenses $0

Other Expenses $107,722

TOTAL EXPENSES $122,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,025	$125,363	+0.1%
Expenses	$122,613	$119,879	+0.0%
Net Income	$16,412	$5,484	+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

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

$10,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE B SPECTOR	EXHALTED RULER	1.00	Officer	$0	$0	$0
JANET JOHNSON	LEADING KNIGHT	1.00	Officer	$0	$0	$0
GLENN V SMITH	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
DON POLK	LECTURING KNIGHT	1.00	Officer	$0	$0	$0
BEVERLY HAAS	SECRETARY	17.00	Officer	$9,029	$0	$9,029
SUE WILLIAMS	TREASURER	6.25	Officer	$1,925	$0	$1,925
MARY LAFON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD KIMBERLY	TRUSTEE	1.00	Director	$0	$0	$0
KURT JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DIANA POLK	ESQUIRE	1.00	Officer	$0	$0	$0
MICKEY AMES	CHAPLAIN	1.00	Officer	$0	$0	$0
MARY JANE RODRIGUEZ	INNER GUARD	1.00	Officer	$0	$0	$0
JOHN RODRIGUEZ	TRUSTEE	1.00	Director	$0	$0	$0
GUY LAMUNYON	TRUSTEE	1.00	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	$139,025	$122,613	$260,427	$16,412
2024	$125,363	$119,879	$224,855	$5,484
2022	$108,501	$103,761	$223,671	$4,740

BENEVOLENT & PROTECTIVE ORDER OF ELKS