Benevolent & Protective Order of Elks of the USA (EIN 140672225) - 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

1928

Legal Domicile

Principal Officer

John Kleinfeldt

Phone

8458319746

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of the USA, founded in 1928, is a small nonprofit that reported $307K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 18% operating margin.

Mission

Maintain programs sponsored by the Benevolent Order of Elks

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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 $135,180

Program Service Revenue $28,961

Investment Income $183

Other Revenue $142,559

TOTAL REVENUE $306,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $253,123

Other Expenses $253,123

TOTAL EXPENSES $253,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$306,883	$237,208	+0.3%
Expenses	$253,123	$204,629	+0.2%
Net Income	$53,760	$32,579	+0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Zanzarella	Exalted Ruler	8.00	Officer Director	$0	$0	$0
Jeanine McAuley	Esteemed Leading Knight	4.00	Officer Director	$0	$0	$0
Sharon Haviland	Esteemed Loyal Knight	4.00	Officer Director	$0	$0	$0
Deborah DiRubbio	Esteemed Lecturing Knight	4.00	Officer Director	$0	$0	$0
Lorraine Banks	Secretary	4.00	Officer Director	$0	$0	$0
John Kleinfeldt	Treasurer	4.00	Officer Director	$0	$0	$0
Kevin Wansor	Trustee	2.00	Officer Director	$0	$0	$0
Paul Cooper	Trustee	2.00	Officer Director	$0	$0	$0
Charles D'Alessio	Trustee	2.00	Officer Director	$0	$0	$0
Carl Oken	Trustee	2.00	Officer Director	$0	$0	$0
Rush Greenough	Trustee	2.00	Officer Director	$0	$0	$0
Stephanie Soltish	Chaplain	8.00	Officer Director	$0	$0	$0
Helen Ann Reynolds	Inner Guard	2.00	Officer	$0	$0	$0
Cathy Oken	Tiler	2.00	Officer	$0	$0	$0
Scott Harrison	Esquire	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	$306,883	$253,123	$969,230	$53,760
2024	$237,208	$204,629	$908,347	$32,579
2023	$214,226	$199,347	$834,899	$14,879
2021	$125,065	$150,548	$394,245	$-25,483
2020	$174,637	$182,776	$382,419	$-8,139
2019	$174,380	$162,771	$392,148	$11,609

Benevolent & Protective Order of Elks of the USA