BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 860368324) - 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

1979

Legal Domicile

Phone

5206252592

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1979, is a small nonprofit that reported $231K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $341K exceeded revenue, resulting in a 48% operating deficit.

Mission

To inculcate the principles of charity, justice, brotherly love and fidelity; to cultivate good fellowship; and serve the 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 (2023)

Revenue Breakdown

Contributions & Grants $63,953

Program Service Revenue $162,244

Investment Income $1,886

Other Revenue $2,896

TOTAL REVENUE $230,979

Expense Breakdown

Grants Paid $790

Salaries & Benefits $30,364

Fundraising Expenses $0

Other Expenses $309,756

TOTAL EXPENSES $340,910

Year-over-Year Comparison

	2023	2022	Change
Revenue	$230,979	$345,145	-0.3%
Expenses	$340,910	$355,027	0.0%
Net Income	$-109,931	$-9,882	+10.1%

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

250

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

$27,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CROWLEY	Treasurer	20.00	Officer	$13,981	$0	$13,981
KRISTINE CEARLEY	Secretary	20.00	Officer	$13,854	$0	$13,854
JERRY KLOOS	Trustee	5.00	Officer	$0	$0	$0
JON WOOLLEY	Trustee	5.00	Officer	$0	$0	$0
PATTI ANDERSON	Trustee	5.00	Officer	$0	$0	$0
MIKE SHRADER	Leading Knight	5.00	Officer	$0	$0	$0
RANDY BEERMAN	Loyal Knight	5.00	Officer	$0	$0	$0
DIANE POE	Trustee	5.00	Officer	$0	$0	$0
CHRIS BARTER	Trustee	5.00	Officer	$0	$0	$0
SCOTT FIELDS	LecturingKnight	0.00	Officer	$0	$0	$0
DOTTIE ALLEN	EXALTED RULER	5.00	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	No data	No data	No data	No data
2024	$230,979	$340,910	$1,267,110	$-109,931
2023	$345,145	$355,027	$1,260,618	$-9,882
2022	$374,282	$304,982	$1,239,847	$69,300
2021	$229,978	$257,951	$1,211,237	$-27,973
2020	$288,555	$272,984	$1,216,903	$15,571
2019	$472,432	$435,982	$1,249,232	$36,450

BENEVOLENT & PROTECTIVE ORDER OF ELKS