BENEVOLENT & PROTECTIVE ORDER OF ELKS 1963 BPOE (EIN 730642587) - 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

1955

Legal Domicile

Phone

5809247478

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1963 BPOE, founded in 1955, is a small nonprofit that reported $304K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 24% operating margin.

Mission

ELKS INVEST IN THEIR COMMUNITIES THROUGH PROGRAMS THAT HELP CHILDREN GROW UP HEALTHY AND DRUG-FREE, MEET THE NEEDS OF TODAY'S VETERANS, AND IMPROVE THE QUALITY OF LIFE.

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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 $99,276

Program Service Revenue $85,712

Investment Income $4,370

Other Revenue $115,097

TOTAL REVENUE $304,455

Expense Breakdown

Grants Paid $14,852

Salaries & Benefits $64,691

Fundraising Expenses $0

Program Expenses $57,204

Other Expenses $152,441

TOTAL EXPENSES $231,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,455	$249,338	+0.2%
Expenses	$231,984	$200,667	+0.2%
Net Income	$72,471	$48,671	+0.5%

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

N/A

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

$15,750

Total Directors

$15,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDI CAPSHAW	BARKEEPER	0.00		$30,991	$0	$30,991
APRIL CALISTRO	BARKEEPER	0.00		$12,669	$0	$12,669
MARCI UMSTED	Secretary	20.00	Officer Director	$6,600	$0	$6,600
RICH BANCEWICZ	Treasurer	4.00	Officer Director	$4,950	$0	$4,950
JOHN BORYSEWICZ	Exalted Ruler	20.00	Officer Director	$4,200	$0	$4,200
REBECCA DUNEGAN	BARKEEPER	0.00		$1,644	$0	$1,644
REBECKA MCCALL	BARKEEPER	0.00		$753	$0	$753
DAVE NANKIVIL	Trustee	4.00	Director	$0	$0	$0
JEREMIAH GIPSON	LEADING KNIGHT	4.00	Officer Director	$0	$0	$0
KARI HURST	LECTURINGKNIGHT	4.00	Officer Director	$0	$0	$0
STEVE ROBINSON	LOYAL KNIGHT	4.00	Officer Director	$0	$0	$0
SCOTT FORD	Trustee	4.00	Director	$0	$0	$0
DAVE COOK	Trustee	4.00	Director	$0	$0	$0
BRETT FRANK	Trustee	4.00	Director	$0	$0	$0
BRETT JAMES	Trustee	4.00	Director	$0	$0	$0
MICHELLE CAMPBELL	CHAPLAIN	4.00	Director	$0	$0	$0
SEAN PHELAN	ESQUIRE	4.00	Director	$0	$0	$0
MELVIN WHITSWORTH	INNER GUARD	0.00	Director	$0	$0	$0
BRANDI CAPSHAW	TILER	4.00	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	$304,455	$231,984	$591,721	$72,471
2024	$249,338	$200,667	$526,499	$48,671
2023	$162,031	$157,640	$470,913	$4,391
2022	$191,164	$162,336	$488,003	$28,828
2021	$130,348	$131,513	$448,042	$-1,165
2020	$139,879	$142,051	$413,985	$-2,172
2019	$135,091	$139,971	$435,809	$-4,880

BENEVOLENT & PROTECTIVE ORDER OF ELKS 1963 BPOE