BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 840252894) - 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

1974

Legal Domicile

Principal Officer

JASON GONZALES

Phone

3037941819

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1974, is a small nonprofit that reported $554K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO CARRY ON FRATERNAL ACTIVITIES UNDER THE LODGE SYSTEM FOR BENEVOLENT AND CHARITABLE PURPOSES.

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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 $160,992

Program Service Revenue $1,826

Investment Income $13,220

Other Revenue $377,911

TOTAL REVENUE $553,949

Expense Breakdown

Grants Paid $7,000

Salaries & Benefits $167,411

Fundraising Expenses $0

Other Expenses $430,314

TOTAL EXPENSES $604,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$553,949	$618,941	-0.1%
Expenses	$604,725	$537,452	+0.1%
Net Income	$-50,776	$81,489	-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

Independent Members

Employees

Volunteers

150

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

$24,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN W HOWELL	SECRETARY	25.00	Officer	$16,000	$0	$16,000
FRANK PEREZ	TREASURER	10.00	Officer	$8,000	$0	$8,000
KAREN BASLER	TRUSTEE	15.00	Director	$0	$0	$0
ROBBIE GRUBER	TRUSTEE	5.00	Director	$0	$0	$0
MIKE MAJOR	TRUSTEE	10.00	Director	$0	$0	$0
PETE MCCLINTOCK	TRUSTEE	5.00	Director	$0	$0	$0
JEFF PATER	TRUSTEE	5.00	Director	$0	$0	$0
TANYA APEL	LECTURING KN	10.00	Officer	$0	$0	$0
KIM GARCIA	LOYAL KNIGHT	10.00	Officer	$0	$0	$0
JASON GONZALES	EXALTED RULE	10.00	Officer	$0	$0	$0
BRUCE SWEDAL	LEADING KNIG	10.00	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
2025	$553,949	$604,725	$1,164,084	$-50,776
2024	$618,941	$550,938	$1,194,671	$68,003
2023	$615,204	$571,301	$1,100,122	$43,903
2022	$574,368	$455,297	$1,056,005	$119,071
2021	$384,796	$363,532	$948,165	$21,264
2020	$471,489	$389,340	$902,824	$82,149
2019	$226,946	$215,722	$812,578	$11,224

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA