BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA #784 (EIN 222146908) - 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

1902

Legal Domicile

Principal Officer

JOHN LEO

Phone

7327277170

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA #784, founded in 1902, is a small nonprofit that reported $119K in total revenue in fiscal year 2024. Net assets of $496K represent 50 months of operating reserves.

Mission

TO PROMOTE THE WELFARE AND ENHANCE OUR COMMUNITY BY PROVIDING FUNDS FOR VARIOUS UNDERPRIVELEGED GROUPS, SUCH AS VETERANS, SPECIAL NEEDS CHILDREN, AND YOUTH GROUPS.

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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 $18,187

Program Service Revenue $0

Investment Income $13,208

Other Revenue $87,436

TOTAL REVENUE $118,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,097

Fundraising Expenses $0

Program Expenses $71,245

Other Expenses $111,101

TOTAL EXPENSES $117,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,831	$117,013	+0.0%
Expenses	$117,198	$150,657	-0.2%
Net Income	$1,633	$-33,644	-1.0%

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

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

$4,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY KALL	SECRETARY	005.00	Officer	$2,000	$0	$2,000
GINGER OLSZEWSKI	TREASURER	005.00	Officer	$2,000	$0	$2,000
JOHN LEO	EXALTED RULER	010.00	Officer	$0	$0	$0
DAWN ROBERTS	LEADING KNIGHT	003.00	Officer	$0	$0	$0
JOAN GERVIS	LOYAL KNIGHT	003.00	Officer	$0	$0	$0
JIM ABBATIELLO	LECTURING KNIGHT	003.00	Officer	$0	$0	$0
CELINE MAYDISH	INNER GUARD	003.00	Officer	$0	$0	$0
PAUL SHIELDS	TILER	003.00	Officer	$0	$0	$0
SHARON PLEZYNSKI	ESQUIRE	003.00	Officer	$0	$0	$0
BARBARA MAHER	CHAPLAIN	003.00	Officer	$0	$0	$0
DAVE BRYSON	TRUSTEE	002.00	Officer	$0	$0	$0
JOYCE MEDVAR	TRUSTEE	002.00	Officer	$0	$0	$0
DENNIS KOPIK	TRUSTEE	002.00	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	$118,831	$117,198	$508,378	$1,633
2024	$117,013	$150,657	$494,550	$-33,644
2023	$109,428	$107,150	$497,849	$2,278
2022	$89,060	$104,792	$539,902	$-15,732
2021	$55,150	$100,826	$553,659	$-45,676

BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA #784