BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA (EIN 540202550) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

Doreatha Joyner

Phone

7574616244

Tax Period

2024-04-01 to 2025-03-31

NORFOLK BPO ELKS LODGE #38, founded in 1970, is a micro nonprofit that reported $38K in total revenue in fiscal year 2018. Expenses of $59K exceeded revenue, resulting in a 56% operating deficit.

Mission

FRATERNAL ORGANIZATION

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,653

Program Service Revenue $0

Investment Income $0

Other Revenue $40,259

TOTAL REVENUE $70,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $84,666

TOTAL EXPENSES $84,666

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,912	$74,815	-0.1%
Expenses	$84,666	$97,883	-0.1%
Net Income	$-13,754	$-23,068	-0.4%

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

N/A

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
Sharon Shelton	Trustee	10.00	Officer	$0	$0	$0
Robert Stone	Trustee	10	Officer	$0	$0	$0
John Bacon	Trustee	10	Officer	$0	$0	$0
Keith Raiford	Lecturing Knight	10	Officer	$0	$0	$0
Doreatha Joyner	Exalted Ruler	10	Officer	$0	$0	$0
Thelma Liverman	Leading Knight	10	Officer	$0	$0	$0
Michelle Berden-Truesdale	Loyal Knight	10	Officer	$0	$0	$0
Shanita Lowery	Secretary	10	Officer	$0	$0	$0
Tyrone Vaughn	Trustee	10.00	Officer	$0	$0	$0
Allan Purnell	Trustee	10.00	Officer	$0	$0	$0
Kenya Bacon	Former Treasurer	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	$70,912	$84,666	$107,911	$-13,754
2024	$74,815	$97,883	$114,016	$-23,068
2023	$75,171	$107,103	$144,111	$-31,932
2022	$74,981	$79,050	$170,136	$-4,069
2021	$37,165	$54,509	$170,269	$-17,344
2020	$33,132	$68,809	$192,374	$-35,677
2019	$38,102	$59,357	$224,077	$-21,255

BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE USA