Benevolent & Protective Order of Elks of the USA (EIN 237131531) - 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

1911

Legal Domicile

Principal Officer

Rick McDonald

Phone

6412281257

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of the USA, founded in 1911, is a small nonprofit that reported $149K in total revenue in fiscal year 2024. Expenses of $134K left a modest 10% surplus.

Mission

Benevolent Organization providing assistance to youth and veterans via scholarships, fund raisers, etc

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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 $44,480

Program Service Revenue $10,315

Investment Income $22

Other Revenue $94,536

TOTAL REVENUE $149,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,521

Fundraising Expenses $0

Other Expenses $81,698

TOTAL EXPENSES $134,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,353	$138,998	+0.1%
Expenses	$134,219	$127,692	+0.1%
Net Income	$15,134	$11,306	+0.3%

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

445

Independent Members

445

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
Larry Michehl	Secretary	020.00	Officer	$0	$0	$0
Rick McDonald	Treasurer	010.00	Officer	$0	$0	$0
Brad Sindt	Trustee	002.00	Officer	$0	$0	$0
Jessica Perry	Loyal Knight	002.00	Officer	$0	$0	$0
Todd Smith	Lecturing Knight	002.00	Officer	$0	$0	$0
Steve Kincannon	Exalted Ruler	002.00	Officer	$0	$0	$0
Casey Eaves	Leading Knight	002.00	Officer	$0	$0	$0
Steve Mills	Trustee	002.00	Officer	$0	$0	$0
Sally Mills	Trustee	002.00	Officer	$0	$0	$0
Jessica Schwickerath	Trustee	002.00	Officer	$0	$0	$0
Zach Sullivan	Trustee	002.00	Officer	$0	$0	$0
Deb Carolan	Chaplain	002.00	Officer	$0	$0	$0
Kirby Fosse	Inner Guard	002.00	Officer	$0	$0	$0
Sally Vowell	Tiler	002.00	Officer	$0	$0	$0
Ron Munshower	Esquire	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	$149,353	$134,219	$239,813	$15,134
2024	$138,998	$127,692	$229,351	$11,306
2023	$132,956	$135,349	$224,421	$-2,393
2022	$150,409	$139,663	$222,700	$10,746
2021	$125,530	$99,586	$207,990	$25,944

Benevolent & Protective Order of Elks of the USA