BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 730 NORWALK (EIN 344226080) - 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

1901

Legal Domicile

Principal Officer

KAREN BARNETT

Phone

4196681921

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 730 NORWALK, founded in 1901, is a small nonprofit that reported $239K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

FRATERNALISM

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $7,453

Investment Income $-247

Other Revenue $231,819

TOTAL REVENUE $239,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,502

Fundraising Expenses $0

Other Expenses $209,871

TOTAL EXPENSES $257,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$239,025	$264,361	-0.1%
Expenses	$257,373	$249,462	+0.0%
Net Income	$-18,348	$14,899	-2.2%

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

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

$9,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA MCKILLIPS	TREASURER	10.00	Officer	$4,500	$0	$4,500
LAURA WHEELER	SECRETARY	10.00	Officer	$4,500	$0	$4,500
KAREN BARNETT	TRUSTEE	10.00	Director	$0	$0	$0
JOHN EVANS	EXALTED RULE	10.00	Officer	$0	$0	$0
JOHN MCCONEGLY	LOYAL KNIGHT	N/A	Officer	$0	$0	$0
MICHAEL STEWART	LEADING KNIG	10.00	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	No data	No data	No data	No data
2024	$239,025	$257,373	$207,095	$-18,348
2023	$264,361	$249,462	$224,262	$14,899
2022	$220,733	$209,281	$220,639	$11,452
2021	$148,515	$130,287	$211,812	$18,228
2020	$119,438	$130,688	$197,025	$-11,250
2019	$137,446	$141,949	$206,780	$-4,503

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 730 NORWALK