BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 620511871) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Phone

4239284842

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1961, is a small nonprofit that reported $186K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 22% operating margin.

Mission

The Benevolent & Protective Order of Elks is involved with DARE and youth activities including Hoop Shoot. Our local lodge is also involved with fundraising activities for the Coy Trivett Shoe Fund Coalition for Kids and veterans activities at the VA Medical Center

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $72,118

Program Service Revenue $0

Investment Income $0

Other Revenue $113,782

TOTAL REVENUE $185,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,209

Fundraising Expenses $0

Program Expenses $18,645

Other Expenses $100,595

TOTAL EXPENSES $145,804

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,900	$177,972	+0.0%
Expenses	$145,804	$192,759	-0.2%
Net Income	$40,096	$-14,787	-3.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

265

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

$14,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lucille MacKenzie	Secretary	10.00	Officer	$7,500	$0	$7,500
William Pippin	President	0.00	Officer	$0	$0	$0
Joshua Sutherland	Treasurer	10.00	Officer	$6,600	$0	$6,600
Kristi Williams	Vice President	10.00	Officer	$0	$0	$0
Roy Hamilton	Trustee Chairperson	0.00	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	$185,900	$145,804	$225,994	$40,096
2024	$177,972	$192,759	$225,923	$-14,787
2023	$178,898	$156,817	$238,182	$22,081
2022	$160,612	$136,463	$218,540	$24,149
2021	$121,379	$93,609	$193,345	$27,770

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA