Benevolent & Protective Order of Elks (EIN 570122795) - 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

1905

Legal Domicile

Principal Officer

Kathryn Wilson

Phone

8435560048

Tax Period

2023-04-01 to 2024-03-31

Benevolent & Protective Order of Elks, founded in 1905, is a small nonprofit that reported $374K in total revenue in fiscal year 2023. Expenses of $438K exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROMOTE BENEVOLENT, CHARITABLE AND EDUCATIONAL PROJECTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $240,156

Program Service Revenue $34,244

Investment Income $534

Other Revenue $99,339

TOTAL REVENUE $374,273

Expense Breakdown

Grants Paid $63,662

Salaries & Benefits $29,317

Fundraising Expenses $18,698

Other Expenses $344,673

TOTAL EXPENSES $437,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,273	$376,923	0.0%
Expenses	$437,652	$433,419	+0.0%
Net Income	$-63,379	$-56,496	+0.1%

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

125

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

$24,293

Total Directors

$14,293

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Timothy Bussey	Treasurer	10.00	Officer Director	$14,293	$0	$14,293
Jo Simokat	Secretary	10.00	Officer	$10,000	$0	$10,000
Kathryn Wilson	Executive Dir.	5.00	Officer Director	$0	$0	$0
Jennie Sirisky	Director	5.00	Officer Director	$0	$0	$0
Priscella Schwab	Director	5.00	Officer Director	$0	$0	$0
Elwood Dise	Director	5.00	Officer Director	$0	$0	$0
Neal McPherson	Trustee	0.00	Officer Director	$0	$0	$0
Michael Stephens	Trustee	5.00	Officer Director	$0	$0	$0
Willie Wilson	Trustee	5.00	Officer Director	$0	$0	$0
Michael Onufer	Trustee	5.00	Officer Director	$0	$0	$0
William Winters	Trustee	5.00	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	No data	No data	No data	No data
2024	$374,273	$437,652	$1,436,545	$-63,379
2023	$376,923	$433,419	$1,492,909	$-56,496
2022	$336,133	$528,748	$1,429,880	$-192,615

Benevolent & Protective Order of Elks