BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA (EIN 220764365) - 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

1927

Legal Domicile

Principal Officer

ANTHONY PERRONE

Phone

2016419666

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1927, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $205K left a modest 7% surplus.

Mission

TO ASSIST SPECIAL NEEDS CHILDREN, ORPHANS, THE COMMUNITY AND OUR ARMED FORCES

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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 $30,444

Program Service Revenue $0

Investment Income $38,975

Other Revenue $150,929

TOTAL REVENUE $220,348

Expense Breakdown

Grants Paid $6,777

Salaries & Benefits $5,175

Fundraising Expenses $0

Other Expenses $192,573

TOTAL EXPENSES $204,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,348	$200,463	+0.1%
Expenses	$204,525	$168,771	+0.2%
Net Income	$15,823	$31,692	-0.5%

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

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
ERIC RODRIGUEZ	EXALTED RULER	N/A	Officer	$0	$0	$0
MICHELE MARQUEZ	SECRETARY	N/A	Officer	$0	$0	$0
ANTHONY PERRONE	TRUSTEE	N/A	Director	$0	$0	$0
CATHLEEN GRAEF	TRUSTEE	N/A	Director	$0	$0	$0
PETER SIMONE	TRUSTEE	N/A	Director	$0	$0	$0
DIANA CUTTINGHAM	TRUSTEE	N/A	Director	$0	$0	$0
RUDOLPH ATKINSON	TREASURER	N/A	Officer	$0	$0	$0
DONNA KELLY	TRUSTEE	N/A		$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	$220,348	$204,525	$747,778	$15,823
2024	$200,463	$168,771	$740,233	$31,692
2023	$198,110	$172,389	$688,967	$25,721
2022	$183,037	$123,594	$740,712	$59,443
2021	$150,128	$163,887	$706,401	$-13,759
2020	$254,826	$275,183	$633,285	$-20,357
2019	$218,060	$219,347	$963,897	$-1,287

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA