BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 860172316) - 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

1960

Legal Domicile

Principal Officer

Kelly Rich

Phone

4809469368

Tax Period

2023-04-01 to 2024-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1960, is a small nonprofit that reported $701K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $603K left a modest 14% 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 (2023)

Revenue Breakdown

Contributions & Grants $159,643

Program Service Revenue $0

Investment Income $6,572

Other Revenue $535,018

TOTAL REVENUE $701,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,217

Fundraising Expenses $0

Program Expenses $65,991

Other Expenses $439,254

TOTAL EXPENSES $603,471

Year-over-Year Comparison

	2023	2022	Change
Revenue	$701,233	$580,392	+0.2%
Expenses	$603,471	$409,220	+0.5%
Net Income	$97,762	$171,172	-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

140

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

$48,000

Total Directors

$36,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jody Miller	Secretary	30	Officer Director	$36,000	$0	$36,000
Lisa Ramirez	Treasurer	15	Officer	$12,000	$0	$12,000
Kelly Rich	Exalted Ruler and CEO	4	Officer Director	$0	$0	$0
Steve Gallant	Trustee and Director	2	Officer Director	$0	$0	$0
Aaron Nelson	Trustee and Director	2	Officer Director	$0	$0	$0
John Calvin Garrison	Trustee and Director	2	Officer Director	$0	$0	$0
Jim Ebbert	Director	2	Officer Director	$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	No data	No data	No data	No data
2024	$701,233	$603,471	$706,476	$97,762
2023	$580,392	$409,220	$580,873	$171,172
2022	$481,351	$352,979	$404,824	$128,372
2021	$309,699	$218,582	$276,397	$91,117
2020	$330,380	$288,140	$187,683	$42,240
2019	$282,696	$263,323	$153,188	$19,373

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA