BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA LODGE 1148 (EIN 240523875) - 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

1909

Legal Domicile

Principal Officer

KYLE BENNETT

Phone

5708887257

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA LODGE 1148, founded in 1909, is a small nonprofit that reported $329K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNMENT, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND SHARE

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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 $53,210

Program Service Revenue $206,083

Investment Income $2,465

Other Revenue $67,606

TOTAL REVENUE $329,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,016

Fundraising Expenses $0

Program Expenses $312,508

Other Expenses $260,772

TOTAL EXPENSES $334,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,364	$267,855	+0.2%
Expenses	$334,788	$308,359	+0.1%
Net Income	$-5,424	$-40,504	-0.9%

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

200

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
GERARD ZELLER	TRUSTEE	1.00	Director	$0	$0	$0
SHERRIE COLE	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK MCDONALD	TRUSTEE	1.00	Director	$0	$0	$0
RICK GOWAN	TRUSTEE	1.00	Director	$0	$0	$0
LORI PRUYNE	TRUSTEE	1.00	Director	$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	$329,364	$334,788	$446,772	$-5,424
2024	$267,855	$308,359	$469,662	$-40,504
2023	$235,835	$231,580	$431,296	$4,255
2022	$253,886	$184,878	$402,071	$69,008
2021	$108,200	$96,039	$335,799	$12,161

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA LODGE 1148