BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 750779072) - 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

1989

Legal Domicile

Principal Officer

Shellie White

Phone

9034659610

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1989, is a small nonprofit that reported $321K in total revenue in fiscal year 2024. The organization ran a surplus of $51K, a strong 16% operating margin.

Mission

THAT ELKS CARE AND ELKS SHARE WITH FUNDRAISING ACTIVITIES AND DONATION

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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 $42,894

Program Service Revenue $0

Investment Income $0

Other Revenue $277,786

TOTAL REVENUE $320,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,942

Fundraising Expenses $0

Program Expenses $269,491

Other Expenses $212,549

TOTAL EXPENSES $269,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$320,680	$311,917	+0.0%
Expenses	$269,491	$291,956	-0.1%
Net Income	$51,189	$19,961	+1.6%

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

394

Independent Members

394

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
NANCY DOOLEY	SECRETARY	10	Officer	$0	$0	$0
SHELLIE WHITE	TREASURER	6	Officer	$0	$0	$0
STEVE MILLICAN	1 YEAR TRUSTEE	0	Officer	$0	$0	$0
RON ENGELKE	EXALTED RULER	0	Officer	$0	$0	$0
CARLOS MURILLO	5 YEAR TRUSTEE	0	Officer	$0	$0	$0
GARY EMBERLING	4 YEAR TRUSTEE	0	Officer	$0	$0	$0
LARRY WILFORD	3 YEAR TRUSTEE	0	Officer	$0	$0	$0
JOHN DOOLEY	2 YEAR TRUSTEE	0	Officer	$0	$0	$0
DAN KOVACH	ESTEEMED LEADING KNIGHT	0	Officer	$0	$0	$0
RICHARD NOYES	ESTEEMED LOYAL KNIGHT	0	Officer	$0	$0	$0
PATTI NEELY	ESTEEMED LECTURING KNIGHT	0	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	$320,680	$269,491	$468,481	$51,189
2024	$311,917	$291,956	$417,558	$19,961
2023	$295,892	$275,708	$397,610	$20,184
2022	$327,229	$426,923	$386,067	$-99,694
2021	$233,083	$201,991	$428,880	$31,092
2020	$242,590	$260,089	$402,470	$-17,499
2019	$245,327	$264,414	$431,871	$-19,087

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA