BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 326 (EIN 930122403) - 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

1910

Legal Domicile

Principal Officer

DORIS KOBERNICK

Phone

5416724455

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 326, founded in 1910, is a small nonprofit that reported $170K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

PROVIDE FUNDS FOR CHARITY INCLUDING SCHOLARSHIPS, EYE AND SPEECH CLINICS, CLOTHES FOR UNDER PRIVELEDGED CHILDREN, AND LOCAL CHARITIES.

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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 $56,620

Program Service Revenue $0

Investment Income $3,151

Other Revenue $110,721

TOTAL REVENUE $170,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,482

Fundraising Expenses $0

Other Expenses $149,327

TOTAL EXPENSES $186,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,492	$142,583	+0.2%
Expenses	$186,809	$165,584	+0.1%
Net Income	$-16,317	$-23,001	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELVIN WILCOX	1 YEAR TRUSTEE	5.00	Director	$0	$0	$0
MARGARET SHAW	2 YEAR TRUSTEE	5.00	Director	$0	$0	$0
JOHN HOKANSON	3 YEAR TRUSTEE	5.00	Director	$0	$0	$0
ROBERTS SICKELS	INNER GUARD	5.00	Director	$0	$0	$0
TIM SHAW	CHAPLAIN	5.00	Director	$0	$0	$0
RANDI KOBERNIK	LECTURING KNIGHT	5.00	Director	$0	$0	$0
CHUCK KERSHNER	TILER	5.00	Director	$0	$0	$0
RETTA HARVEY	ESQUIRE	5.00	Director	$0	$0	$0
DAVE MALONE	EXALTED RULER	20.00	Officer	$0	$0	$0
SCOTT HARVEY	LEADING KNIGHT	5.00	Officer	$0	$0	$0
JOEL BUOY	SECRETARY	25.00	Officer	$0	$0	$0
DORIS KOBERNIK	TREASURER	20.00	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	$170,492	$186,809	$369,580	$-16,317
2024	$142,583	$165,584	$379,715	$-23,001
2023	$127,525	$160,632	$377,493	$-33,107
2022	$95,647	$123,611	$401,078	$-27,964
2021	$118,710	$96,150	$427,766	$22,560
2020	$114,867	$117,669	$392,382	$-2,802
2019	$83,012	$93,238	$420,597	$-10,226

BENEVOLENT & PROTECTIVE ORDER OF ELKS NO 326