BENEVOLENT AND PROTECTIVE ORDER OF ELKS

EIN: 540477999

HARRISONBURG, VA

Total Revenue
$120,416
Total Expenses
$112,336
Total Assets
$390,392
Net Assets
$385,772
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1898
Legal Domicile
VA
Principal Officer
WILLIAM YATES
Phone
5404343673
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS, founded in 1898, is a small nonprofit that reported $120K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $112K left a modest 7% surplus.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY. TO RECOGNIZE A BELIEF IN GOD TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS. TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM.

Program Service Accomplishments

Program 1
Expenses: $13,178 Revenue: $12,452

PACKAGING AND DELIVERING CHRISTMAS FOOD BASKETS TO CITY OF HARRISONBURG RESIDENTS AS WELL AS SOME COUNTY RESIDENTS WERE SUPPLIED WITH BASKETS FILLED WITH FOOD AND GOOD CHEER.

Program 2
Expenses: $2,450 Revenue: $6,545

YOUTH CAMP AND FFA TRIP

Program 3
Expenses: $10,121 Revenue: $10,000

COMMUNITY GRANTS AND LOCAL CHARITIES THAT ARE SUPPORTED BY THE CLUB

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $95,076
Program Service Revenue $0
Investment Income $14,102
Other Revenue $11,238
TOTAL REVENUE $120,416

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,389
Fundraising Expenses $1,310
Program Expenses $25,749
Other Expenses $99,947
TOTAL EXPENSES $112,336

Year-over-Year Comparison

2024 2023 Change
Revenue $120,416 $130,672 -0.1%
Expenses $112,336 $140,981 -0.2%
Net Income $8,080 $-10,309 -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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
N/A

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
3
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH BOWMAN TRUSTEE 1.00
Director
$0 $0 $0
DAVID SMITH TRUSTEE 1.00
Director
$0 $0 $0
CHARLES REDIFER LECTURING KNIGHT 1.00
Director
$0 $0 $0
WILLIAM YATES TREASURER 10.00
Officer Director
$0 $0 $0
ALLEN BAKER SECRETARY 3.00
Officer Director
$0 $0 $0
DON KIDD EXALTED RULER 2.00
Officer Director
$0 $0 $0
STEVE COLLINS LEADING KNIGHT 1.00
Director
$0 $0 $0
ARLINGTON SUPPLEE LOYAL KNIGHT 1.00
Director
$0 $0 $0
SCOTT BILLER TRUSTEE 1.00
Director
$0 $0 $0
WAYNE OREBAUGH 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
2025 $120,416 $112,336 $390,392 $8,080
2024 $130,672 $140,981 $394,888 $-10,309
2023 $137,629 $131,459 $388,001 $6,170
2022 $138,346 $95,298 $381,831 $43,048
2021 $114,566 $77,948 $338,783 $36,618
2020 $213,319 $209,532 $304,239 $3,787
2019 $202,836 $166,325 $300,452 $36,511
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