BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA (EIN 041079650) - 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

TRACY CARTER

Phone

9788979892

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA, founded in 1929, is a small nonprofit that reported $444K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 22% operating margin.

Mission

TO COMPLETE THE NATIONAL COMMUNITY, SOCIAL, PATRIOTIC AND CHARITABLE ACTIVITES ENDORSED BY THE GRAND LODGE PLUS LOCAL CHARITABLE, PATRIOTIC AND COMMUNITY PROJECTS.

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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 $32,037

Program Service Revenue $63,263

Investment Income $93,374

Other Revenue $255,791

TOTAL REVENUE $444,465

Expense Breakdown

Grants Paid $13,949

Salaries & Benefits $88,498

Fundraising Expenses $0

Program Expenses $169,048

Other Expenses $244,599

TOTAL EXPENSES $347,046

Year-over-Year Comparison

	2024	2023	Change
Revenue	$444,465	$339,101	+0.3%
Expenses	$347,046	$369,235	-0.1%
Net Income	$97,419	$-30,134	-4.2%

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

1752

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

$13,200

Total Directors

$13,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRACY CARTER	TREASURER	5.00	Officer Director	$6,600	$0	$6,600
PATRICIA DONOGHUE	SECRETARY	5.00	Officer Director	$6,600	$0	$6,600
CHERYL LANCHESTER	EXALTED RULER	5.00	Officer Director	$0	$0	$0
JOANNE PETERSON	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
MICHELLE USSEGLIO	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
COLLEEN ANDRADE	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
PAUL MCCLELLAN	TRUSTEE	5.00	Officer Director	$0	$0	$0
KIMBERLY LANDRY	TRUSTEE	5.00	Officer Director	$0	$0	$0
STEVEN HARDY	TRUSTEE	5.00	Officer Director	$0	$0	$0
AMANDA TYLER	TRUSTEE	5.00	Officer Director	$0	$0	$0
LEON TYLER	TRUSTEE	5.00	Officer Director	$0	$0	$0
CHRISTOPHER FRANCIS	ESQUIRE	5.00	Officer	$0	$0	$0
ROSEMARY TOWER	INNER GUARD	5.00	Officer	$0	$0	$0
MAUREEN CASEY	TILER	5.00	Officer	$0	$0	$0
FLORINE HUMINIK	CHAPLIN	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	$444,465	$347,046	$1,043,293	$97,419
2024	$339,101	$369,235	$949,604	$-30,134
2023	$442,020	$339,176	$995,261	$102,844
2022	$303,844	$358,850	$856,430	$-55,006
2021	$149,843	$209,032	$942,843	$-59,189
2020	$352,803	$338,715	$708,786	$14,088
2019	$364,647	$300,297	$730,014	$64,350

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA