BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 310398538) - 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

1979

Legal Domicile

Phone

7403352490

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1979, is a small nonprofit that reported $836K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 30% operating margin.

Mission

THE OPERATION OF A BAR RESTAURANT AND OTHER SOCIAL RECREATIONAL ACTIVITIES FOR MEMBERS AND THEIR BONA FIDE GUESTS.

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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 $186,735

Program Service Revenue $0

Investment Income $0

Other Revenue $648,877

TOTAL REVENUE $835,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,062

Fundraising Expenses $0

Program Expenses $0

Other Expenses $497,380

TOTAL EXPENSES $581,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$835,612	$688,862	+0.2%
Expenses	$581,442	$519,065	+0.1%
Net Income	$254,170	$169,797	+0.5%

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

406

Independent Members

406

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

$6,000

Total Directors

Key Employees

$22,800

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE BROWN	LODGE MANAGER	30.00	Key Emp	$22,800	$0	$22,800
PAUL R MARSHALL	LODGE TREASURER	25.00	Officer	$3,000	$0	$3,000
JAMIE LEASURE	LODGE SECRETARY	35.00	Officer	$3,000	$0	$3,000
MIKE WARNECKE	TRUSTEE	10.00	Director	$0	$0	$0
JOHN HEINZ	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
RICK BARTON	TRUSTEE	10.00	Director	$0	$0	$0
DENNIS NOBLE	TRUSTEE	10.00	Director	$0	$0	$0
TYLER OSBORNE	EXALTED RULER	15.00	Officer	$0	$0	$0
ROB BARTON	TRUSTEE	10.00	Director	$0	$0	$0
SCOTT MULLEN	TRUSTEE	20.00	Director	$0	$0	$0
MATT PISARCIK	LEADING KNIGHT	15.00	Officer	$0	$0	$0
JILL PHILLIPS	LODGE CHAPLAIN	2.00	Officer	$0	$0	$0
LEBRIA DUNCAN	LODGE ESQUIRE	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	$835,612	$581,442	$1,559,780	$254,170
2024	$688,862	$519,065	$1,286,448	$169,797
2023	$541,581	$346,141	$1,113,284	$195,440
2022	$239,290	$222,250	$908,636	$17,040
2021	$134,897	$126,187	$878,114	$8,710

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA