Benevolent and Protective Order of Elks (EIN 020269520) - 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

1999

Legal Domicile

Phone

6035369894

Tax Period

2024-04-01 to 2025-03-31

Benevolent and Protective Order of Elks, founded in 1999, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $119K left a modest 5% surplus.

Mission

To inculate the principles of charity, justice, brotherly love and fidelity; To recognize a belief in God; To promote the welfare and enhance the happiness of its members; To quicken the spirit of American Patriotism.

🔒

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 $74,830

Program Service Revenue $0

Investment Income $1,031

Other Revenue $49,284

TOTAL REVENUE $125,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,694

Fundraising Expenses $17,790

Program Expenses $10,917

Other Expenses $112,169

TOTAL EXPENSES $118,863

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,145	$137,825	-0.1%
Expenses	$118,863	$122,213	0.0%
Net Income	$6,282	$15,612	-0.6%

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

N/A

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

$3,670

Total Directors

$3,670

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Veronica Barton	Secretary	6.00	Officer Director	$1,835	$0	$1,835
Kevin Lincoln	Treasurer	14.00	Officer Director	$1,013	$0	$1,013
Katelynne Jones	Treasurer	0.00	Officer Director	$822	$0	$822
Donald Lewis	Exalted Ruler	3.00	Officer Director	$0	$0	$0
Kathryn Joyce	Esteemed Loyal Knight	3.00	Officer Director	$0	$0	$0
Arthur Joyce Jr	Trustee	3.00	Officer Director	$0	$0	$0
Dean Chandler	Trustee	3.00	Officer Director	$0	$0	$0
Jason Gray Jr	Trustee	3.00	Officer Director	$0	$0	$0
Joshua Summering	Esteemed Lecturing Knight	3.00	Officer Director	$0	$0	$0
Dorothy Ouellette	Esteemed Leading Knight	3.00	Officer Director	$0	$0	$0
Gina Lincoln	Esquire	2.00	Officer	$0	$0	$0
Dan Stein	Tiler	2.00	Officer	$0	$0	$0
Julie Tatham	Chaplain	2.00	Officer	$0	$0	$0
Jennifer Elliott	Inner Guard	2.00	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	$125,145	$118,863	$270,000	$6,282
2024	$137,825	$122,213	$266,670	$15,612
2023	$131,433	$108,479	$257,894	$22,954
2022	$85,336	$96,191	$241,394	$-10,855
2021	$67,408	$68,988	$173,724	$-1,580
2020	$55,728	$66,355	$175,939	$-10,627
2019	$108,866	$98,511	$188,410	$10,355

Benevolent and Protective Order of Elks