BENEV AND PROTECTIVE ORDER OF ELKS (EIN 931097760) - 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

1993

Legal Domicile

Principal Officer

JAMES LUCAS

Phone

5036911935

Tax Period

2024-04-01 to 2025-03-31

BENEV AND PROTECTIVE ORDER OF ELKS, founded in 1993, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $87K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, AND FIDELITY.

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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 $38,723

Program Service Revenue $5,737

Investment Income $31

Other Revenue $30,760

TOTAL REVENUE $75,251

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,591

Fundraising Expenses $0

Other Expenses $66,481

TOTAL EXPENSES $87,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,251	$92,715	-0.2%
Expenses	$87,072	$112,395	-0.2%
Net Income	$-11,821	$-19,680	-0.4%

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

127

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

$3,263

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LUCAS	EXALTED RULER	10.00	Officer Director	$0	$0	$0
PENNY LOMBARDO	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
BRIAN HAWKINS	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
LAUREN LOMBARDO	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
IRENE HATCH	TRUSTEE	3.00	Director	$0	$0	$0
BOB FISK	TRUSTEE	3.00	Director	$0	$0	$0
MELANIE BRODERICK	TREASURER	10.00	Officer	$0	$0	$0
JILL HERETH	SECRETARY	6.00	Officer	$3,263	$0	$3,263

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	$75,251	$87,072	$327,053	$-11,821
2024	$92,715	$112,395	$332,407	$-19,680
2023	$105,005	$110,175	$350,488	$-5,170
2022	$78,018	$100,559	$348,463	$-22,541
2021	$79,377	$80,308	$367,596	$-931
2020	$94,307	$113,465	$372,328	$-19,158
2019	$141,327	$150,184	$395,310	$-8,857

BENEV AND PROTECTIVE ORDER OF ELKS