BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1189 (EIN 930242088) - 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

TIMOTHY SHELMERDINE

Phone

5036555131

Tax Period

2022-04-01 to 2023-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1189, founded in 1910, is a small nonprofit that reported $590K in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $138K, a strong 23% operating margin.

Mission

B.P.O. ELKS LODGE #1189 IS A NON-PROFIT FRATERNAL ORGANIZATION DEDICATED TO THE PROMOTION OF PATRIOTIC, BENEVOLENT, AND CHARITABLE 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 (2022)

Revenue Breakdown

Contributions & Grants $138,099

Program Service Revenue $231,910

Investment Income $5,189

Other Revenue $214,369

TOTAL REVENUE $589,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,377

Fundraising Expenses $0

Other Expenses $366,418

TOTAL EXPENSES $451,795

Year-over-Year Comparison

	2022	2021	Change
Revenue	$589,567	$515,915	+0.1%
Expenses	$451,795	$448,210	+0.0%
Net Income	$137,772	$67,705	+1.0%

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

4400

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

$11,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EJ PATRICK	1 YEAR DIRECTOR	3.00	Director	$0	$0	$0
DORA RHODES	2 YEAR DIRECTOR	10.00	Director	$0	$0	$0
JIM NEWBY	3 YEAR DIRECTOR	3.00	Director	$0	$0	$0
WALT GOTCHALL	4 YEAR DIRECTOR	10.00	Director	$0	$0	$0
KEVIN KOCHAN	5 YEAR DIRECTOR	5.00	Director	$0	$0	$0
DORA MILLS	SECRETARY	12.00	Officer	$8,600	$0	$8,600
TERRY KARNOLZ	TREASURER	15.00	Officer	$2,483	$0	$2,483
TIM SHELMERDINE	EXALTED RULER	10.00	Officer	$0	$0	$0
GINNY VAN LOO	LEADING KNIGHT	10.00	Officer	$0	$0	$0
JR OLEYAR	LOYAL KNIGHT	5.00	Officer	$0	$0	$0
SEAN SIMMERMAN	LECTURING KNIGHT	8.00	Officer	$0	$0	$0
THOMAS NODURFT	CHAPLAIN	5.00	Officer	$0	$0	$0
BOB WALTON	ESQUIRE	5.00	Officer	$0	$0	$0
BOB SIMMERMAN	INNER GUARD	8.00	Officer	$0	$0	$0
SANDY DILL	TILER	3.00	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
2023	$589,567	$451,795	$1,898,477	$137,772
2022	$515,915	$448,210	$1,801,955	$67,705
2021	$366,215	$310,295	$1,708,736	$55,920
2020	$507,662	$528,272	$1,678,257	$-20,610

BENEVOLENT AND PROTECTIVE ORDER OF ELKS LODGE NO 1189