BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 370174475) - 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

Phone

2172455215

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 $445K in total revenue in fiscal year 2024.

Mission

TO FURTHER STATE LOCAL AND NATIONAL CHARITIES AND ORGANIZATIONS

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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 $0

Program Service Revenue $233,702

Investment Income $16,070

Other Revenue $195,527

TOTAL REVENUE $445,299

Expense Breakdown

Grants Paid $0

Salaries & Benefits $216,460

Fundraising Expenses $0

Program Expenses $165,688

Other Expenses $261,856

TOTAL EXPENSES $478,316

Year-over-Year Comparison

	2024	2023	Change
Revenue	$445,299	$452,946	0.0%
Expenses	$478,316	$452,344	+0.1%
Net Income	$-33,017	$602	-55.8%

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

N/A

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

Total Directors

$12,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSIE PENNELL	SECRETARY	15.00	Director	$7,200	$0	$7,200
ALAN SYMONS	TREASURER	12.00	Director	$4,900	$0	$4,900
MISSY YOUNG	TRUSTEE	0.00	Director	$0	$0	$0
ERIC GERARD	TRUSTEE	0.00	Director	$0	$0	$0
LEON CLINTON	EXALTED RULER	0.00	Director	$0	$0	$0
SHERRY SILLS	TRUSTEE	0.00	Director	$0	$0	$0
JAMES LOMELINO	LEADING KNIGHT	0.00	Director	$0	$0	$0
SHERYL HANSON	LOYAL KNIGHT	0.00	Director	$0	$0	$0
PEGGY WEST	LECTURING KNIGHT	0.00	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	$445,299	$478,316	$569,409	$-33,017
2024	$452,946	$452,344	$621,747	$602
2023	$428,814	$462,661	$651,912	$-33,847
2022	$478,009	$441,656	$680,514	$36,353
2021	$167,429	$208,050	$682,244	$-40,621
2020	$230,013	$252,335	$702,701	$-22,322
2019	$260,970	$224,262	$750,630	$36,708

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA