BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 840147055) - 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

1969

Legal Domicile

Principal Officer

Wanda Smith

Phone

9702494852

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1969, is a small nonprofit that reported $302K in total revenue in fiscal year 2024. Expenses of $280K left a modest 7% surplus.

Mission

OPERATE FOR THE BENEFIT OF MEMBERS AND PERFORM CHARITABLE WORK WITHIN THE COMMUNITY

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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 $67,369

Program Service Revenue $52,213

Investment Income $0

Other Revenue $181,966

TOTAL REVENUE $301,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $122,693

Fundraising Expenses $0

Program Expenses $24,230

Other Expenses $157,430

TOTAL EXPENSES $280,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,548	$279,701	+0.1%
Expenses	$280,123	$324,926	-0.1%
Net Income	$21,425	$-45,225	-1.5%

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

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

$2,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTHA BARNES	SECRETARY AND BOARD MEMBER	10	Officer	$2,050	$0	$2,050
CODY ANDERS	TRUSTEE	1	Director	$0	$0	$0
ROBERT BELL	TRUSTEE	1	Director	$0	$0	$0
PETE BARNES	TRUSTEE	1	Director	$0	$0	$0
WANDA SMITH	EXALTED RULER	1	Officer	$0	$0	$0
JOHN SHRADER	PRESIDENT	1	Officer	$0	$0	$0
JEFF COOPER	VICE PRESIDENT	1	Officer	$0	$0	$0
GLENN FREIS	BOARD MEMBER	1	Officer	$0	$0	$0
BILL HARRIS	BOARD MEMBER	1	Officer	$0	$0	$0
CHARLOTTE MYERS	BOARD MEMBER	1	Officer	$0	$0	$0
TAMARRA ANDERS	TREASURER	1	Key Emp	$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	$301,548	$280,123	$355,657	$21,425
2024	$279,701	$324,926	$368,446	$-45,225
2023	$273,890	$323,772	$345,737	$-49,882
2022	$255,677	$283,502	$355,721	$-27,825
2021	$240,170	$264,952	$339,397	$-24,782
2021	$244,937	$239,008	$337,591	$5,929
2020	$318,528	$306,246	$339,529	$12,282
2019	$243,989	$264,252	$359,466	$-20,263

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA