BENEVOLENT AND PROTECTIVE ORDER OF ELKS (EIN 540477999) - 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

1898

Legal Domicile

Principal Officer

WILLIAM YATES

Phone

5404343673

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1905, is a small nonprofit that reported $203K in total revenue in fiscal year 2018. The organization ran a surplus of $37K, a strong 18% operating margin.

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. TO CULTIVATE GOOD FELLOWSHIP TO SERVE THE PEOPLE.

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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 $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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

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

BENEVOLENT AND PROTECTIVE ORDER OF ELKS