BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 314126545) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Phone

7404322100

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1982, is a small nonprofit that reported $450K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

FRATERNAL AND CHARITABLE ORGANIZATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,755

Program Service Revenue $58,860

Investment Income $0

Other Revenue $369,660

TOTAL REVENUE $450,275

Expense Breakdown

Grants Paid $66,582

Salaries & Benefits $224,016

Fundraising Expenses $0

Other Expenses $172,809

TOTAL EXPENSES $463,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,275	$754,981	-0.4%
Expenses	$463,407	$444,039	+0.0%
Net Income	$-13,132	$310,942	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
VICKI FORAKER	SECRETARY	2.00	Officer Director	$0	$0	$0
LINDA STILLION	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DAVE CONRATH	TREASURER	0.00	Officer Director	$0	$0	$0
ROD KISER	TRUSTEE	0.00	Director	$0	$0	$0
JESSE BURKE	TRUSTEE	0.00	Director	$0	$0	$0
ANDY YANDORA	TRUSTEE	0.00	Director	$0	$0	$0
RICK FORAKER	TRUSTEE	0.00	Director	$0	$0	$0
BRIAN CALDWELL	PRESIDENT	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	$450,275	$463,407	$548,463	$-13,132
2024	$754,981	$444,039	$565,222	$310,942
2023	$410,554	$421,468	$257,017	$-10,914
2022	$378,062	$421,573	$268,119	$-43,511
2021	$342,087	$294,433	$326,057	$47,654
2020	$365,071	$355,360	$283,941	$9,711
2019	$328,611	$324,202	$285,430	$4,409

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA