BENEVOLENT & PROTECTIVE ORDER OF ELKS USA 385 (EIN 860006328) - 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

1984

Legal Domicile

Phone

5202995105

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS USA 385, founded in 1984, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $276K left a modest 3% surplus.

Mission

TO CARRY ON FRATERNAL ACTIVITIES UNDER THE LODGE SYSTEM THE NET INCOME OF WHICH IS USED EXCLUSIVELY 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 $36,423

Program Service Revenue $52,777

Investment Income $55,850

Other Revenue $140,783

TOTAL REVENUE $285,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,135

Fundraising Expenses $0

Other Expenses $216,708

TOTAL EXPENSES $275,843

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,833	$261,505	+0.1%
Expenses	$275,843	$294,938	-0.1%
Net Income	$9,990	$-33,433	-1.3%

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
WAYNE BURNS	BOARD CHAIR	20.00	Officer Director	$0	$0	$0
RICHARD R BERNARD	LEADING KNIGHT	5.00	Officer Director	$0	$0	$0
SUSAN TRECARTIN	ALTERNATE REP TO GL	2.00	Officer Director	$0	$0	$0
WAYNE BURNS	TRUSTEE	5.00	Director	$0	$0	$0
DANIEL PRICE	PRESIDING JUSTICE	2.00	Officer Director	$0	$0	$0
MARTHA MEGERLE	TRUSTEE	5.00	Director	$0	$0	$0
JOHN ACEVES	SECRETARY	24.00	Officer	$0	$0	$0
DIANE GNUSCHKE	TREASURER	16.00	Officer	$0	$0	$0
ROBERT CRAWFORD	EXALTED RULER	20.00	Officer	$0	$0	$0
JOSEPH RILEY	CHAPLAIN	4.00	Officer	$0	$0	$0
MARK DUNN	LOYAL KNIGHT	3.00	Officer	$0	$0	$0
JOHN SOFIAS	TILER	5.00	Officer	$0	$0	$0
JOSEPH JABLONSKI	ESQUIRE	2.00	Officer	$0	$0	$0
ANN HUBER	LECTURING KNIGHT	2.00	Officer	$0	$0	$0
TRUDI F SOFIAS	INNER GUARD	3.00	Officer	$0	$0	$0
JOSEPH RILEY	FORUM MEDIATOR	2.00	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	$285,833	$275,843	$2,410,606	$9,990
2024	$261,505	$294,938	$2,418,033	$-33,433
2023	$218,400	$242,541	$2,400,839	$-24,141
2022	$248,870	$205,630	$2,593,315	$43,240
2021	$370,671	$210,009	$2,551,396	$160,662
2020	$194,423	$281,635	$2,352,160	$-87,212

BENEVOLENT & PROTECTIVE ORDER OF ELKS USA 385