BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 860168704) - 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

1978

Legal Domicile

Principal Officer

Timothy Brown

Phone

9286847714

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1978, is a small nonprofit that reported $371K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $335K left a modest 10% 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 (2025)

Revenue Breakdown

Contributions & Grants $72,106

Program Service Revenue $0

Investment Income $2

Other Revenue $298,953

TOTAL REVENUE $371,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,846

Fundraising Expenses $0

Program Expenses $26,670

Other Expenses $206,741

TOTAL EXPENSES $334,587

Year-over-Year Comparison

	2025	2024	Change
Revenue	$371,061	$426,808	-0.1%
Expenses	$334,587	$368,636	-0.1%
Net Income	$36,474	$58,172	-0.4%

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

$13,434

Total Directors

$14,961

Key Employees

$4,296

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Roubal	Secretary/Director	20	Officer Director	$9,234	$0	$9,234
Sandra Wojcik	Treasurer	10	Officer Director	$2,931	$0	$2,931
Diana Crosthwaite	Secretary/Director	20	Director Key Emp	$2,796	$0	$2,796
Kimberly Land	Treasurer	10	Key Emp	$1,500	$0	$1,500
Debbie Blunt	Treasurer	10	Officer	$1,269	$0	$1,269
Mark Prignon	Trustee 5 yr	2	Officer Director	$0	$0	$0
Art Rubash	Trustee 4 yr	2	Officer Director	$0	$0	$0
Walter Andrew Brinkman II	Trustee 3 yr	2	Officer Director	$0	$0	$0
Kelly Blunt	Trustee 2 yr	2	Officer Director	$0	$0	$0
Jason Freeman	Trustee 1 yr	2	Officer Director	$0	$0	$0
Timothy Brown	Exalted Ruler	15	Officer	$0	$0	$0
Kristi A Henson	Leading Knight	8	Officer	$0	$0	$0
Marylee Brown	Loyal Knight	2	Officer	$0	$0	$0
Sandra K Monroe	Lecturing Knight	3	Officer	$0	$0	$0
Sandi Dalton	Chaplin	2	Officer	$0	$0	$0
Ron Wilson	Esquire	2	Officer	$0	$0	$0
Pete Saccuci	Inner Guard	2	Officer	$0	$0	$0
Theresa Killough	Tiler	2	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
2026	$371,061	$334,587	$523,259	$36,474
2025	No data	No data	No data	No data
2024	$390,095	$378,303	$395,944	$11,792
2023	$408,158	$323,015	$343,203	$85,143
2022	$295,768	$268,360	$253,731	$27,408
2021	$156,615	$146,952	$195,968	$9,663
2019	$207,502	$203,965	$166,551	$3,537

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA