BENEVOLENT & PROTECTIVE ORDER ELKS (EIN 231483120) - 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

1963

Principal Officer

JEFFREY ELLSWORTH

Phone

7177380920

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER ELKS, founded in 1963, is a small nonprofit that reported $693K in total revenue in fiscal year 2024. Revenue surged 124% from the prior year, signaling strong growth momentum. The organization ran a surplus of $405K, a strong 58% operating margin.

Mission

THE ORGANIZATION'S MEMBERS HAVE FUND-RAISERS AND GAMING IN ORDER TO GIVE BACK TO THE COMMUNITY IN THE FORM OF DONATIONS AND SCHOLARSHIPS, AS WELL AS GIVING TO THE ELKS NATIONAL FOUNDATION AND HOME SERVICES

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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 $421,061

Program Service Revenue $157,083

Investment Income $9,319

Other Revenue $105,213

TOTAL REVENUE $692,676

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,572

Fundraising Expenses $0

Other Expenses $232,400

TOTAL EXPENSES $287,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$692,676	$309,408	+1.2%
Expenses	$287,972	$290,393	0.0%
Net Income	$404,704	$19,015	+20.3%

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

388

Independent Members

388

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

$5,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY ELLSWORTH	SECRETARY	4.00	Officer	$2,500	$0	$2,500
CINDY SHUMATE	TREASURER	4.00	Officer	$2,500	$0	$2,500
ROBERT CROFT	TRUSTEE	2.00	Director	$0	$0	$0
PAUL GOOD	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY REED	TRUSTEE	2.00	Director	$0	$0	$0
KEITH SAUDER	TRUSTEE	2.00	Director	$0	$0	$0
KARLA SWEIGART	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK CONNER	ESTEEMED LEC	2.00	Officer	$0	$0	$0
JAY CRILLS	TILER	2.00	Officer	$0	$0	$0
JUDITH FRANTZ	ESQUIRE	2.00	Officer	$0	$0	$0
LARRY GREATHOUSE	ESTEEMED LEA	2.00	Officer	$0	$0	$0
TERRY HEIL	INNER GUARD	2.00	Officer	$0	$0	$0
BENJAMIN HOOVER	ESTEEMED LOY	2.00	Officer	$0	$0	$0
JOSEPH KLEPCHICK	EXALTED RULE	4.00	Officer	$0	$0	$0
ANGEL TORRES	CHAPLAIN	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	$692,676	$287,972	$582,874	$404,704
2024	$309,408	$290,393	$193,276	$19,015
2023	$318,832	$287,374	$167,395	$31,458
2022	$184,874	$189,259	$327,131	$-4,385
2021	$144,766	$147,883	$156,084	$-3,117

BENEVOLENT & PROTECTIVE ORDER ELKS