Benevolent & Protective Order of Elks #599 (EIN 640296177) - 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

1962

Legal Domicile

Principal Officer

Donald R Broome

Phone

6015440853

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks #599, founded in 1962, is a small nonprofit that reported $738K in total revenue in fiscal year 2024. Revenue surged 151% from the prior year, signaling strong growth momentum. The organization ran a surplus of $420K, a strong 57% operating margin.

Mission

Promote charitable faternal relations.

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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 $182,395

Program Service Revenue $0

Investment Income $255,989

Other Revenue $299,275

TOTAL REVENUE $737,659

Expense Breakdown

Grants Paid $750

Salaries & Benefits $26,266

Fundraising Expenses $0

Program Expenses $317,715

Other Expenses $290,699

TOTAL EXPENSES $317,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$737,659	$293,722	+1.5%
Expenses	$317,715	$301,713	+0.1%
Net Income	$419,944	$-7,991	-53.6%

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

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
Jonathan Stanberry	Exalted Ruler	005.00	Director	$0	$0	$0
Jennifer Ward	Secretary	015.00	Officer Director	$0	$0	$0
Anthony Robertson	Treasurer	015.00	Officer 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	$737,659	$317,715	$1,389,498	$419,944
2024	$293,722	$301,713	$977,984	$-7,991
2023	$373,252	$383,007	$978,863	$-9,755
2022	$340,261	$326,603	$987,844	$13,658
2021	$303,079	$353,529	$965,698	$-50,450
2020	$395,951	$405,027	$1,012,478	$-9,076
2019	$352,930	$275,363	$1,019,285	$77,567

Benevolent & Protective Order of Elks #599