Benevolent & Protective Order of Elks of the USA (EIN 030159200) - 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

1929

Legal Domicile

Principal Officer

Karen Whitney

Phone

8028853100

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of the USA, founded in 1929, is a small nonprofit that reported $193K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $516K represent 32 months of operating reserves.

Mission

TO PROMOTE PATRIOTIC 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 (2024)

Revenue Breakdown

Contributions & Grants $33,769

Program Service Revenue $255

Investment Income $11,071

Other Revenue $147,518

TOTAL REVENUE $192,613

Expense Breakdown

Grants Paid $11,501

Salaries & Benefits $48,982

Fundraising Expenses $0

Program Expenses $186,709

Other Expenses $140,103

TOTAL EXPENSES $200,586

Year-over-Year Comparison

	2024	2023	Change
Revenue	$192,613	$229,924	-0.2%
Expenses	$200,586	$188,716	+0.1%
Net Income	$-7,973	$41,208	-1.2%

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

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

$10,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gloria Gunn	Secretary	10.00	Officer	$5,000	$0	$5,000
Karen Whitney	Treasurer	10.00	Officer	$5,000	$0	$5,000
Edwin Knoras	Exalted Ruler	5.00	Officer	$0	$0	$0
Zachary Kirkwood	Leading Knight	5.00	Officer	$0	$0	$0
Ruth Sargent	Lecturing Knight	5.00	Officer	$0	$0	$0
Richard Lucius	Loyal Knight	5.00	Officer	$0	$0	$0
Stephen Page	TRUSTEE	5.00	Director	$0	$0	$0
Roger Blish	TRUSTEE	5.00	Director	$0	$0	$0
VICTOR BASKEVICH	TRUSTEE	5.00	Director	$0	$0	$0
Tracy Johnson	TRUSTEE	5.00	Director	$0	$0	$0
JAMES MORSE	TRUSTEE	5.00	Director	$0	$0	$0
Samuel Harvey	Chaplain	5.00	Officer	$0	$0	$0
Ray Bouisson	Tiler	5.00	Officer	$0	$0	$0
Vicki Siliski	Esquire	5.00	Officer	$0	$0	$0
Dayle Brown	Inner Guard	5.00	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	$192,613	$200,586	$527,921	$-7,973
2024	$229,924	$188,716	$535,284	$41,208
2023	$187,363	$186,841	$493,841	$522
2022	$193,392	$193,377	$491,944	$15
2022	$193,392	$193,377	$491,944	$15
2021	$134,152	$118,730	$487,567	$15,422

Benevolent & Protective Order of Elks of the USA