BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 591317212) - 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

1970

Legal Domicile

Principal Officer

KEVIN BURGESS

Phone

4078861600

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1970, is a small nonprofit that reported $154K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $173K exceeded revenue, resulting in a 12% operating deficit.

Mission

CHARITABLE ENDEAVORS, FLORIDA ELKS THERAPY SERVICES, YOUTH CAMP, VETERAN SERVICES, LOCAL NEEDY FAMILIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $92,002

Program Service Revenue $2,670

Investment Income $0

Other Revenue $59,612

TOTAL REVENUE $154,284

Expense Breakdown

Grants Paid $48,710

Salaries & Benefits $31,872

Fundraising Expenses $0

Other Expenses $91,958

TOTAL EXPENSES $172,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$154,284	$169,172	-0.1%
Expenses	$172,540	$162,460	+0.1%
Net Income	$-18,256	$6,712	-3.7%

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

$10,477

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN BURGESS	EXALTED RULE	3.50	Officer	$0	$0	$0
SHERRI FORTENBERRY	LEADING KNIG	3.50	Officer	$0	$0	$0
JUSTIN DUNN	LOYAL KNIGHT	3.50	Officer	$0	$0	$0
BELL REX	LECTURING KN	3.50	Officer	$0	$0	$0
DEBBIE HANCOCK	SECRETARY	3.50	Officer	$5,677	$0	$5,677
LAURA TAYLOR	TREASURER	3.50	Officer	$4,800	$0	$4,800
FRED KINNEY	TRUSTEE	3.50	Officer	$0	$0	$0
TRACY FORTENBERRY	TRUSTEE	3.50	Officer	$0	$0	$0
CHRISTOPHER TAYLOR	TRUSTEE	3.50	Officer	$0	$0	$0
BRENDA IGELSKI	TRUSTEE	3.50	Officer	$0	$0	$0
JAMI MILLIGAN	TRUSTEE	3.50	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	$154,284	$172,540	$171,353	$-18,256
2024	$169,172	$162,460	$185,274	$6,712
2023	$175,673	$156,301	$196,584	$19,372
2022	$177,762	$176,158	$167,464	$1,604
2021	$159,772	$147,474	$158,639	$12,298
2020	$170,335	$170,096	$136,908	$239
2019	$131,377	$136,452	$116,080	$-5,075

BENEVOLENT & PROTECTIVE ORDER OF ELKS