Benevolent & Protective Order Elks 1108 (EIN 940839497) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1916

Legal Domicile

Principal Officer

Nicole Phillips

Phone

4153073190

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order Elks 1108, founded in 1916, is a small nonprofit that reported $586K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $784K exceeded revenue, resulting in a 34% operating deficit.

Mission

THE ORGANIZATION IS A FRATERNAL ORGANIZATION OPERATING UNDER THE NATIONAL LODGE SYSTEM THAT PROVIDES FACILITIES AND SERVICES FOR ITS MEMBERS IN THE GREATER SAN RAFAEL AREA AND ANCILLARY SERVICES FOR NON-MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $234,744

Program Service Revenue $108,907

Investment Income $8,792

Other Revenue $233,746

TOTAL REVENUE $586,189

Expense Breakdown

Grants Paid $38,509

Salaries & Benefits $279,405

Fundraising Expenses $35,987

Other Expenses $466,347

TOTAL EXPENSES $784,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$586,189	$754,301	-0.2%
Expenses	$784,261	$736,653	+0.1%
Net Income	$-198,072	$17,648	-12.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Whipple	Secretary	6.00	Officer Director	$12,000	$0	$12,000
Dean Aure	Treasurer	5.00	Officer Director	$3,000	$0	$3,000
Nicole Phillips	Exalted Ruler	7.00	Officer Director	$0	$0	$0
Susan Adler	Leading Knight	6.00	Officer Director	$0	$0	$0
Marco Buoncristiani	Loyal Knight	5.00	Officer Director	$0	$0	$0
Jenny Tisell	Lecture Knight	5.00	Officer Director	$0	$0	$0
Alan Quinton	Trustee	4.00	Director	$0	$0	$0
Sydney Fairbairn	Trustee	4.00	Director	$0	$0	$0
George Kokalis	Trustee	4.00	Director	$0	$0	$0
Ken Hauser	Trustee	4.00	Director	$0	$0	$0
Greg Rorvik	Trustee	4.00	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	$586,189	$784,261	$1,015,260	$-198,072
2024	$754,301	$736,653	$1,094,223	$17,648
2023	$731,032	$817,196	$1,105,388	$-86,164
2022	$629,648	$574,902	$1,153,518	$54,746
2021	$366,022	$422,399	$1,081,098	$-56,377
2020	$669,532	$679,853	$1,124,906	$-10,321
2019	$712,066	$703,984	$1,212,196	$8,082

Benevolent & Protective Order Elks 1108