BENEVOLENT AND PROTECTIVE ORDER OF ELKS (EIN 820098645) - 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

1922

Principal Officer

TRACI ROBERTS MARMON

Phone

2084541448

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS, founded in 1922, is a small nonprofit that reported $293K in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $273K left a modest 7% surplus.

Mission

FRATERNAL ORGANIZATION TO BENEFIT MEMBERS

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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 (2023)

Revenue Breakdown

Contributions & Grants $102,753

Program Service Revenue $63,286

Investment Income $12,626

Other Revenue $114,052

TOTAL REVENUE $292,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,314

Fundraising Expenses $0

Program Expenses $236,906

Other Expenses $186,415

TOTAL EXPENSES $272,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$292,717	$158,211	+0.9%
Expenses	$272,729	$247,090	+0.1%
Net Income	$19,988	$-88,879	-1.2%

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
NICK BRADLEY	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE CADDY	TRUSTEE	1.00	Director	$0	$0	$0
MIKE CONNERS	TRUSTEE	1.00	Director	$0	$0	$0
TOM MARMON	TRUSTEE CHAI	1.00	Director	$0	$0	$0
DAN WELLS	TRUSTEE	1.00	Director	$0	$0	$0
CLAYTON CLANCY	INNER GUARD	1.00	Officer	$0	$0	$0
LAURA CONNERS	LECTURING KN	1.00	Officer	$0	$0	$0
TED FAUBEL	CHAPLAIN	1.00	Officer	$0	$0	$0
LARRY HOVORKA	EXALTED RULE	1.00	Officer	$0	$0	$0
TRACI ROBERTS MARMON	SECRETARY	5.00	Officer	$0	$0	$0
MIKE MEAD	TREASURER	1.00	Officer	$0	$0	$0
CHARLIE ROBINSON	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
TIM THOMAS	LEADING KNIG	1.00	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
2024	$292,717	$272,729	$575,456	$19,988
2023	$158,211	$247,090	$546,500	$-88,879
2022	$224,775	$258,022	$641,460	$-33,247
2021	$114,808	$91,653	$495,613	$23,155
2019	$85,127	$139,711	$434,557	$-54,584

BENEVOLENT AND PROTECTIVE ORDER OF ELKS