BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 042751171) - 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

1984

Legal Domicile

Principal Officer

CATHLEEN FOX

Phone

5082619595

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1984, is a small nonprofit that reported $214K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $187K left a modest 12% surplus.

Mission

LODGE ACTIVITIES FOR THE COMMUNITY AND MEMBERS

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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 $51,349

Program Service Revenue $0

Investment Income $1,432

Other Revenue $160,848

TOTAL REVENUE $213,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,156

Fundraising Expenses $0

Other Expenses $174,108

TOTAL EXPENSES $187,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,629	$185,393	+0.2%
Expenses	$187,264	$139,419	+0.3%
Net Income	$26,365	$45,974	-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

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

$8,000

Total Directors

$8,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT LEBLANC	EXALTED RULER	5.00	Officer Director	$0	$0	$0
CATHLEEN FOX	TREASURER	5.00	Officer Director	$4,000	$0	$4,000
MARK WALSH	SECRETARY	5.00	Officer Director	$4,000	$0	$4,000
DANA ST JAMES	TRUSTEE	5.00	Officer Director	$0	$0	$0
PATRICIA DEBOLD	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
GLEN LAVERY	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
DANA ST JAMES	TRUSTEE	5.00	Officer Director	$0	$0	$0
RICHARD MURRAY	TRUSTEE	5.00	Officer Director	$0	$0	$0
STEVE JANSSEN	TRUSTEE	5.00	Officer Director	$0	$0	$0
JONATHAN BERRY	TRUSTEE	5.00	Officer Director	$0	$0	$0
JAMES PULEO	LECTURING KNIGHT	5.00	Officer 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	$213,629	$187,264	$425,181	$26,365
2024	$185,393	$139,419	$391,515	$45,974
2023	$139,037	$146,433	$343,600	$-7,396
2022	$98,851	$96,456	$345,143	$2,395
2021	$17,860	$10,477	$814,847	$7,383

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA