BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 150621122) - 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

1961

Legal Domicile

Principal Officer

TONI GARDNER

Phone

6075632175

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1961, is a small nonprofit that reported $194K in total revenue in fiscal year 2024.

Mission

IT IS A FRATERNAL MEMBERSHIP THAT IS ENGAGED IN THE AMUSEMENTS OF ITS MEMBERS AND THE COMMUNITY, AND IT SUPPORTS SEVERAL LOCAL CHARITIES.

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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 $21,875

Program Service Revenue $33,273

Investment Income $506

Other Revenue $137,877

TOTAL REVENUE $193,531

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,343

Fundraising Expenses $0

Program Expenses $163,284

Other Expenses $139,848

TOTAL EXPENSES $188,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$193,531	$192,085	+0.0%
Expenses	$188,191	$170,998	+0.1%
Net Income	$5,340	$21,087	-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

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

$6,500

Total Directors

$6,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNA MALLETTE	SECRETARY	25.00	Officer Director	$3,500	$0	$3,500
SHARON HARRIS	TREASURER	35.00	Officer Director	$3,000	$0	$3,000
PATRICK DEADMAN	TRUSTEE	15.00	Director	$0	$0	$0
BARB DOYLE	ESQUIRE	5.00	Director	$0	$0	$0
TONI GARDNER	EXHALTED RUL	25.00	Officer Director	$0	$0	$0
JAN GORSHACK	TRUSTEE	30.00	Director	$0	$0	$0
CAROLYN HEANNINGS	LECTURING KN	4.00	Director	$0	$0	$0
JIM INNES	TRUSTEE	20.00	Director	$0	$0	$0
JERRY IVES	TILER	3.00	Director	$0	$0	$0
JIM JOHNSON	TRUSTEE	15.00	Director	$0	$0	$0
HILARY MACOMBER	CHAPLAIN	2.00	Officer Director	$0	$0	$0
RICK MCCONNELL	INNER GUARD	11.00	Director	$0	$0	$0
GEOFFREY PECK	LOYAL KNIGHT	4.00	Director	$0	$0	$0
GREG PECK SR	LEADING KNIG	20.00	Director	$0	$0	$0
REBECCA ZIENO	TRUSTEE	15.00	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	$193,531	$188,191	$346,244	$5,340
2024	$192,085	$170,998	$339,527	$21,087
2023	$170,812	$170,608	$314,746	$204
2022	$178,852	$150,977	$311,923	$27,875
2021	$100,734	$121,153	$284,198	$-20,419
2020	$140,025	$157,476	$302,036	$-17,451
2019	$155,992	$156,853	$322,175	$-861

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA