BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 860172863) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

Heath Bowen

Phone

5203842131

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1999, is a small nonprofit that reported $309K in total revenue in fiscal year 2025. Expenses of $285K left a modest 8% surplus.

Mission

To carry on Fraternal activities under the Lodge system the net income of which is used exclusively for benevolent and charitable purposes.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $37,341

Program Service Revenue $0

Investment Income $5,310

Other Revenue $266,407

TOTAL REVENUE $309,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,526

Fundraising Expenses $0

Program Expenses $38,618

Other Expenses $232,491

TOTAL EXPENSES $285,017

Year-over-Year Comparison

	2025	2024	Change
Revenue	$309,058	$294,300	+0.1%
Expenses	$285,017	$262,376	+0.1%
Net Income	$24,041	$31,924	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$4,802

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristi Lee	Secretary	20	Officer	$4,802	$0	$4,802
Roxanne Nuzzo	Director and Secretary	20	Officer Director	$0	$0	$0
Andy Stark	Director Chair	4	Officer Director	$0	$0	$0
Chris Bowen	Director and Trustee	4	Officer Director	$0	$0	$0
Mike Stark	Director and Trustee	2	Officer Director	$0	$0	$0
Garrett Douglas	Director and Trustee	2	Officer Director	$0	$0	$0
Richard Northey	Director and Trustee	2	Officer Director	$0	$0	$0
Varner Cooke	Director and Trustee	2	Officer Director	$0	$0	$0
Heath Bowen	Director and Exalted Ruler	10	Officer Director	$0	$0	$0
Nicole Terry	Director and Treasurer	5	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
2026	$309,058	$285,017	$545,923	$24,041
2025	$294,300	$262,376	$459,742	$31,924
2024	$303,206	$273,182	$415,452	$30,024
2023	$308,552	$261,064	$351,076	$47,488
2022	$115,738	$67,908	$186,129	$47,830
2021	$66,135	$51,822	$142,367	$14,313
2020	$98,476	$84,868	$124,283	$13,608
2019	$66,926	$73,661	$111,009	$-6,735

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA