Benevolent & Protective Order of Elks of USA 848 (EIN 210405385) - 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

Legal Domicile

Principal Officer

Exhalted Ruler

Phone

6092670848

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of USA 848 is a small nonprofit that reported $363K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 17% operating margin.

Mission

Local Charity and Fundraising Organization to benefit the community at large.

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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 $96,656

Program Service Revenue $80,913

Investment Income $57,975

Other Revenue $127,547

TOTAL REVENUE $363,091

Expense Breakdown

Grants Paid $75,055

Salaries & Benefits $45,155

Fundraising Expenses $8,709

Other Expenses $182,463

TOTAL EXPENSES $302,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$363,091	$260,815	+0.4%
Expenses	$302,673	$261,103	+0.2%
Net Income	$60,418	$-288	-210.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ed Kaelin	Trustee	2.00	Director	$0	$0	$0
Gary Gray	Trustee	4.00	Director	$0	$0	$0
Frank Quinn	Trustee	2.00		$0	$0	$0
William Dougherty	Trustee	2.00		$0	$0	$0
Robert S Rankin	Trustee	2.00		$0	$0	$0
Jen McHose	Executive Dir.	2.00	Officer	$0	$0	$0
Tracey Weincyzk	Treasurer	4.00	Officer	$0	$0	$0
Patricia Jackson	Secretary	5.00	Officer	$0	$0	$0
William Fisher	Chairman	2.00	Officer	$0	$0	$0
Arlene Pfiefer	Chairman	2.00	Officer	$0	$0	$0
Seth Levin	Chairman	5.00	Officer	$0	$0	$0
Francis Beierschmitt	Chairman	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	$363,091	$302,673	$1,072,935	$60,418
2024	$260,815	$261,103	$1,119,170	$-288
2024	$260,815	$261,103	$1,119,170	$-288
2023	$334,009	$291,710	$1,113,383	$42,299
2022	$320,052	$261,229	$1,024,604	$58,823
2021	$149,808	$150,373	$964,904	$-565

Benevolent & Protective Order of Elks of USA 848