BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 221376863) - 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

1932

Principal Officer

MICHAEL CARLUCCI

Phone

9737319177

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1932, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $218K left a modest 4% surplus.

Mission

FRATERNAL ORGANIZATION UNDER BENEVOLENT AND PROTECTIVE 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 $79,342

Program Service Revenue $108,721

Investment Income $17

Other Revenue $40,084

TOTAL REVENUE $228,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,023

Other Expenses $218,407

TOTAL EXPENSES $218,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,164	$204,182	+0.1%
Expenses	$218,407	$213,123	+0.0%
Net Income	$9,757	$-8,941	-2.1%

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
KENNETH GEISELMANN	TRUSTEE	2.00	Director	$0	$0	$0
ERWIN MELHORN JR	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH ROSEN	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL WALSH	TRUSTEE	2.00	Director	$0	$0	$0
DONALD REITMEYER	TRUSTEE	2.00		$0	$0	$0
MICHAEL CARLUCCI	EXALTED RULE	4.00	Officer	$0	$0	$0
JAMES COWAN	ESQUIRE	2.00	Officer	$0	$0	$0
CHRISTOPHER HUTCHASON	LECTURING KN	2.00	Officer	$0	$0	$0
CORNELIUS JOE KEANEY	INNER GUARD	2.00	Officer	$0	$0	$0
CATHY LODGE	INNER GUARD	2.00	Officer	$0	$0	$0
JOANN MELHORN	CHAPLAIN	2.00	Officer	$0	$0	$0
PETER RIES	TREASURER	4.00	Officer	$0	$0	$0
THERESA SMITH	LOYAL KNIGHT	2.00	Officer	$0	$0	$0
DEBORAH WAHLERS	SECRETARY	4.00	Officer	$0	$0	$0
JAY ZISKIND	LEADING KNIG	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	$228,164	$218,407	$236,662	$9,757
2024	$204,182	$213,123	$226,905	$-8,941
2023	$216,952	$195,862	$235,846	$21,090

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA