BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 050270196) - 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

1954

Legal Domicile

Principal Officer

PATTI BACCUS

Phone

4013969767

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1954, is a small nonprofit that reported $784K in total revenue in fiscal year 2024. The organization ran a surplus of $180K, a strong 23% operating margin.

Mission

A FRATERNAL ORGANIZATION DEVOTED TO BENEVOLENT AND CHARITABLE SERVICE TO THE COMMUNITY

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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 $361,249

Program Service Revenue $0

Investment Income $8,769

Other Revenue $413,573

TOTAL REVENUE $783,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,226

Fundraising Expenses $0

Other Expenses $437,585

TOTAL EXPENSES $603,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$783,591	$786,126	0.0%
Expenses	$603,811	$617,673	0.0%
Net Income	$179,780	$168,453	+0.1%

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

$17,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY KEIGHLEY	EXHALTED RULER	10.00	Officer Director	$0	$0	$0
BRIAN JOINSON	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
MIKE BUGARA	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
SUSAN JOINSON	LECTURING KNIGHT	1.00	Officer Director	$0	$0	$0
JEFF BRACKETT	SECRETARY	20.00	Officer	$9,000	$0	$9,000
WILLIAM MITCHELL	TREASURER	10.00	Officer	$8,250	$0	$8,250
PATRICIA RODRIGUEZ	CHAPLAIN	1.00	Officer	$0	$0	$0
MARK FELAG	TILER	1.00	Officer	$0	$0	$0
RICK BACCUS	TRUSTEE	1.00	Officer Director	$0	$0	$0
PATTI BACCUS	TRUSTEE	1.00	Officer Director	$0	$0	$0
DAVID CIOE	TRUSTEE	1.00	Officer Director	$0	$0	$0
KEN SOARES	TRUSTEE	1.00	Officer Director	$0	$0	$0
BRUCE PALUMBO	TRUSTEE	1.00	Officer Director	$0	$0	$0
JAMES MCCULLUM	INNER GUARD	1.00	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	$783,591	$603,811	$1,102,578	$179,780
2024	$786,126	$617,673	$994,110	$168,453
2023	$609,776	$452,300	$893,781	$157,476
2022	$399,946	$377,402	$730,903	$22,544
2021	$243,269	$273,235	$705,081	$-29,966
2019	$570,200	$521,755	$667,569	$48,445

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA