BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 620128830) - 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

1990

Legal Domicile

Principal Officer

O WAYNE WOODS

Phone

7316689020

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1990, is a small nonprofit that reported $278K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $242K left a modest 13% surplus.

Mission

THE MISSION OF THE FRATERNAL ORGANIZATION IS TO SERVE THE COMMUNITY AND ITS PEOPLY BY FUNDRAISING AND VOLUNTEERING IN ORDER TO PROVIDE CHARITABLE WORKS, SCHOLARSHIPS, FELLOWSHIP, AND AMERICAN PATRIOTISM.

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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 $18,455

Program Service Revenue $165,461

Investment Income $3,034

Other Revenue $90,867

TOTAL REVENUE $277,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,961

Fundraising Expenses $0

Other Expenses $207,575

TOTAL EXPENSES $241,536

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,817	$199,996	+0.4%
Expenses	$241,536	$183,105	+0.3%
Net Income	$36,281	$16,891	+1.1%

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

389

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

$4,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI R NALLY	SECRETARY	5.00	Officer	$2,400	$0	$2,400
PAM WOODS	TREASURER	5.00	Officer	$2,400	$0	$2,400
TIM DOCKINS	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
CATHY JARVIS	LECTURING KNIGHT	1.00	Officer	$0	$0	$0
CARLTON HAYWOOD	LEADING KNIGHT	1.00	Officer	$0	$0	$0
O WAYNE WOODS	EXALTED RULER	4.00	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	$277,817	$241,536	$307,887	$36,281
2024	$199,996	$183,105	$246,566	$16,891
2023	$144,909	$135,112	$220,593	$9,797
2022	$153,680	$129,704	$231,603	$23,976
2021	$73,734	$74,372	$197,390	$-638
2020	$79,080	$91,014	$193,788	$-11,934
2019	$55,432	$70,804	$216,613	$-15,372

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA