BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 431043511) - 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

1974

Legal Domicile

Phone

5733483798

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1974, is a small nonprofit that reported $299K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $662K represent 27 months of operating reserves.

Mission

USE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, AND FIDELITY TO IMPROVE THE WELFARE OF VETERANS, CHILDREN AND THEIR 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 $9,500

Program Service Revenue $91,515

Investment Income $5,894

Other Revenue $192,080

TOTAL REVENUE $298,989

Expense Breakdown

Grants Paid $9,738

Salaries & Benefits $74,096

Fundraising Expenses $3,001

Other Expenses $231,439

TOTAL EXPENSES $315,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,989	$252,421	+0.2%
Expenses	$315,273	$274,098	+0.2%
Net Income	$-16,284	$-21,677	-0.2%

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

2565

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

$10,542

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CALVERT	Trustee	25.00	Director	$0	$0	$0
STEVE SCHMIDT	Trustee	20.00	Director	$0	$0	$0
BOB CHESTER	Trustee	20.00	Director	$0	$0	$0
JEFF DORHAUER	Trustee	20.00	Director	$0	$0	$0
JANET SODERMANN	Trustee	20.00	Director	$0	$0	$0
BECKY CHESTER	Exalted Ruler	20.00	Officer	$0	$0	$0
Sue Doornbosch	Treasurer	30.00	Officer	$5,271	$0	$5,271
SHARON CASS	Secretary	30.00	Officer	$5,271	$0	$5,271
DAN SKOUBY	Leading Knight	10.00	Officer	$0	$0	$0
GREG SHERMAN	Lecturing Knight	20.00	Officer	$0	$0	$0
CHARLES BUDDY ZAMAN	Loyal Knight	10.00	Officer	$0	$0	$0
CHARLENE CARTER	Esquire	10.00	Officer	$0	$0	$0
JAN DODGE	Chaplain	10.00	Officer	$0	$0	$0
SHARON SPURGEON	Inner Guard	10.00	Officer	$0	$0	$0
RICH CARTER	TILER	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	$298,989	$315,273	$1,021,849	$-16,284
2024	$252,421	$274,098	$1,037,635	$-21,677
2023	$266,365	$259,039	$1,026,062	$7,326
2022	$273,135	$226,667	$1,002,226	$46,468
2021	$163,438	$178,897	$935,832	$-15,459

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA