BENEVOLENT & PROTECT ORDER OF ELKS OF THE USA (EIN 230400820) - 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

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECT ORDER OF ELKS OF THE USA, founded in 1902, is a small nonprofit that reported $185K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $225K exceeded revenue, resulting in a 22% operating deficit.

Mission

FRATERNAL

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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 $0

Program Service Revenue $89,117

Investment Income $0

Other Revenue $95,441

TOTAL REVENUE $184,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,405

Fundraising Expenses $0

Other Expenses $165,757

TOTAL EXPENSES $225,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,558	$161,722	+0.1%
Expenses	$225,162	$212,401	+0.1%
Net Income	$-40,604	$-50,679	-0.2%

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
NORMAN PLATT	TRUSTEE	10.00	Director	$0	$0	$0
DOUGLAS GRAF	TRUSTEE	10.00	Director	$0	$0	$0
KIRK MCCLELLAND	TRUSTEE	10.00	Director	$0	$0	$0
KATHLEEN CARTZENDAFNER	SECRETARY	10.00	Officer	$0	$0	$0
SUSAN PLATT	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
DARLEEN HAWBAKER	LECTURING KNIGHT	10.00	Officer	$0	$0	$0
STEPHEN RICKRODE	LEADING KNIGHT	10.00	Officer	$0	$0	$0
WILLIAM AULT	EXALTED RULER	10.00	Officer	$0	$0	$0
PAUL LEHIGH	ESQUIRE	10.00	Officer	$0	$0	$0
SUSAN SMITH	CHAPLAIN	10.00	Officer	$0	$0	$0
CANDACE FROCK	TREASURER	0.00	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	$184,558	$225,162	$70,953	$-40,604
2024	$161,722	$212,401	$79,478	$-50,679
2023	$211,082	$232,288	$95,505	$-21,206
2022	$224,578	$204,540	$120,992	$20,038
2021	$211,951	$171,760	$91,573	$40,191
2020	$284,571	$305,999	$86,301	$-21,428
2019	$347,960	$364,321	$129,808	$-16,361

BENEVOLENT & PROTECT ORDER OF ELKS OF THE USA