BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA (EIN 226169662) - 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

1988

Legal Domicile

Principal Officer

TOM PERRY

Phone

9086689750

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA, founded in 1988, is a small nonprofit that reported $185K in total revenue in fiscal year 2024. Net assets of $569K represent 37 months of operating reserves.

Mission

CHARITABLE AND HUMANITARIAN ENDEAVORS, INCLUDING SPECIAL NEEDS CHILDREN, VETERANS, DRUG AWARENESS, YOUTH ACTIVITIES AND OTHER CIVIC AND SOCIAL INVOLVEMENT

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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 $51,174

Program Service Revenue $0

Investment Income $27,968

Other Revenue $105,380

TOTAL REVENUE $184,522

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,891

Fundraising Expenses $0

Program Expenses $178,625

Other Expenses $170,709

TOTAL EXPENSES $200,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,522	$172,370	+0.1%
Expenses	$200,600	$160,215	+0.3%
Net Income	$-16,078	$12,155	-2.3%

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

$3,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY HORTON	TREASURER	010.00	Officer	$1,500	$0	$1,500
SANDI SMITH	SECRETARY	005.00	Officer	$750	$0	$750
JOE RUAH	SECRETARY	005.00	Officer	$750	$0	$750
DEBBIE CZECH	EXALTED RULER	005.00	Officer	$0	$0	$0
DEBBIE BOYLE	LECTURING KNIGHT	005.00	Officer	$0	$0	$0
DALE MORIN	LOYAL KNIGHT	005.00	Officer	$0	$0	$0
SANDRA KLINGER	LEADING KNIGHT	005.00	Officer	$0	$0	$0
MICHELLE MORIN	TRUSTEE	005.00	Officer	$0	$0	$0
IRENE POLANCO	ESQUIRE	005.00	Officer	$0	$0	$0
CLEM APPROVATO	TILER	005.00	Officer	$0	$0	$0
JANICE DUBE	CHAPLAIN	005.00	Officer	$0	$0	$0
DAN UKEN	TRUSTEE	005.00	Officer	$0	$0	$0
CHRISTINE SAUER	TRUSTEE	005.00	Officer	$0	$0	$0
MARGARET WILLIAMS	TRUSTEE	005.00	Officer	$0	$0	$0
TJ SARKA	TRUSTEE	005.00	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	$184,522	$200,600	$584,182	$-16,078
2024	$172,370	$160,215	$599,983	$12,155
2023	$86,906	$184,012	$581,401	$-97,106
2022	$306,033	$166,401	$677,061	$139,632
2021	$95,068	$189,274	$593,314	$-94,206
2020	$233,358	$253,832	$531,905	$-20,474

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA