THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS (EIN 430889483) - 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

1966

Legal Domicile

Principal Officer

BUD CLARKSON

Phone

5735469913

Tax Period

2024-04-01 to 2025-03-31

THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS, founded in 1966, is a small nonprofit in the Mutual Benefit sector that reported $126K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $145K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE ORGANIZATION IS A COMMUNITY CLUB THE CLUB PROVIDES BENEFITS EXCLUSIVE TO THE CLUB MEMBERS AND CHARITABLE BENEFITS TO INDIVIDUALS AND GROUPS OF THE COMMUNITY

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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 $58,222

Program Service Revenue $0

Investment Income $914

Other Revenue $66,389

TOTAL REVENUE $125,525

Expense Breakdown

Grants Paid $3,003

Salaries & Benefits $40,900

Fundraising Expenses $6,698

Other Expenses $100,990

TOTAL EXPENSES $144,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,525	$217,179	-0.4%
Expenses	$144,893	$192,527	-0.2%
Net Income	$-19,368	$24,652	-1.8%

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

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

$4,164

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON MOISE	EXALTED RULER	15.00	Officer Director	$0	$0	$0
ED MOSS	LEADING KNIGHT	10.00	Officer Director	$0	$0	$0
JOSH CLAYTON	LOYAL KNIGHT	5.00	Officer Director	$0	$0	$0
CASEY PHELPS	LECTURING KNIGHT	5.00	Officer Director	$0	$0	$0
DOYLA WESTON	SECRETARY	15.00	Officer	$2,650	$0	$2,650
SABRINA HAVERSTICK	TREASURER	15.00	Officer	$1,514	$0	$1,514
JERRY WILLIAMS	TRUSTEE	4.00	Director	$0	$0	$0
JEMMY PHELPS	TRUSTEE	4.00	Director	$0	$0	$0
GUISEPPE NUMEROSI	TRUSTEE	4.00	Director	$0	$0	$0
TRACIE VANCE	TRUSTEE	4.00	Director	$0	$0	$0
CASEY CLAYTON	TRUSTEE	4.00	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	$125,525	$144,893	$102,583	$-19,368
2024	$217,179	$192,527	$144,734	$24,652
2020	$135,869	$117,504	$296,250	$18,365
2019	$115,340	$125,889	$284,680	$-10,549

THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS