BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 150336814) - 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

1922

Legal Domicile

Principal Officer

MARY BURDICK

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1922, is a small nonprofit in the Mutual Benefit sector that reported $218K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

THE HERKIMER ELKS LODGE IS A FRATERNAL ORGANIZATION WHICH SUPPORTS MEMBERS AND COMMUNITY 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 $64,550

Program Service Revenue $13,243

Investment Income $0

Other Revenue $139,982

TOTAL REVENUE $217,775

Expense Breakdown

Grants Paid $19,441

Salaries & Benefits $60,472

Fundraising Expenses $0

Program Expenses $158,451

Other Expenses $133,561

TOTAL EXPENSES $213,474

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,775	$244,775	-0.1%
Expenses	$213,474	$215,672	0.0%
Net Income	$4,301	$29,103	-0.9%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$1,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY WILLIAMS	SECRETARY	1.00	Officer	$1,500	$0	$1,500
MARY FLETCHER	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
CLAUDIA SKANDERA	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
CAMERON RICCI	TRUSTEE	1.00	Officer Director	$0	$0	$0
JACK LYNCH	TRUSTEE	1.00	Officer Director	$0	$0	$0
MIKE DEDICKE	TRUSTEE	1.00	Officer Director	$0	$0	$0
ED SEAMAN	TRUSTEE	1.00	Officer Director	$0	$0	$0
CHERYL GOKEY	LECTURING KNIGHT	1.00	Officer Director	$0	$0	$0
MARY BURDICK	EXALTED RULER	1.00	Officer Director	$0	$0	$0
ROY HENRY	ESQUIRE	1.00	Director	$0	$0	$0
BOB FLETCHER	CHAPLIN	1.00	Officer	$0	$0	$0
BONNIE RICCI	TREASURER	1.00	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	$217,775	$213,474	$212,398	$4,301
2024	$244,775	$215,672	$215,804	$29,103
2023	$166,266	$163,983	$184,456	$2,283
2022	$149,859	$133,691	$180,425	$16,168
2021	$102,014	$107,997	$152,291	$-5,983
2019	$114,552	$142,780	$187,156	$-28,228

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA