BENEVOLENT & PROTECTIVE ORDER OF E… - Form 990 Financial Data

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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

1967

Legal Domicile

Phone

6364648960

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1967, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 183% from the prior year, signaling strong growth momentum. The organization ran a surplus of $630K, a strong 50% operating margin.

Mission

PROVIDE SERVICES TO THE COMMUNITY, EDUCATION & YOUTH ACTIVITIES.

Program Service Accomplishments

Program 1

PROVIDE SERVICES TO THE COMMUNITY, EDUCATION & YOUTH ACTIVITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $98,228

Program Service Revenue $0

Investment Income $738,767

Other Revenue $432,350

TOTAL REVENUE $1,269,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,289

Fundraising Expenses $0

Other Expenses $540,932

TOTAL EXPENSES $639,221

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,269,345	$448,988	+1.8%
Expenses	$639,221	$424,974	+0.5%
Net Income	$630,124	$24,014	+25.2%

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

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
SCOTT POE	EXALTED RULER	5.00	Officer Director	$0	$0	$0
ROB HEISCHMIDT	LEADING KNIGHT	1.00	Officer Director	$0	$0	$0
JODI THOLE	LOYAL KNIGHT	1.00	Officer Director	$0	$0	$0
STUART SCHUCHARDT	LECTURING KNIGH	1.00	Officer Director	$0	$0	$0
DEBBIE BELAVICH	Secretary	5.00	Officer Director	$0	$0	$0
TERRI STORZ	Treasurer	5.00	Officer Director	$0	$0	$0
JOE HOOK	Trustee	1.00	Director	$0	$0	$0
TIM HEARST	Trustee	1.00	Director	$0	$0	$0
BILL BLASE	Trustee	1.00	Director	$0	$0	$0
JEFF MISSEY	Trustee	1.00	Director	$0	$0	$0
RICH HAHN	Trustee	1.00	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
2026	$1,269,345	$639,221	$1,375,833	$630,124
2025	$448,988	$424,974	$713,531	$24,014
2024	$522,112	$404,888	$713,776	$117,224
2023	$525,192	$446,556	$613,127	$78,636
2022	$431,069	$509,389	$576,883	$-78,320
2021	$468,303	$309,883	$661,135	$158,420

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA