BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 860178599) - 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

1962

Legal Domicile

Principal Officer

Kelly Borseth

Phone

4809673160

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1962, is a small nonprofit that reported $424K in total revenue in fiscal year 2025. Expenses of $394K left a modest 7% 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 $52,230

Program Service Revenue $0

Investment Income $795

Other Revenue $370,959

TOTAL REVENUE $423,984

Expense Breakdown

Grants Paid $0

Salaries & Benefits $119,268

Fundraising Expenses $0

Program Expenses $18,706

Other Expenses $275,155

TOTAL EXPENSES $394,423

Year-over-Year Comparison

	2025	2024	Change
Revenue	$423,984	$422,729	+0.0%
Expenses	$394,423	$343,324	+0.1%
Net Income	$29,561	$79,405	-0.6%

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

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

$16,933

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacqueline Davis	Secretary	20	Officer	$8,468	$0	$8,468
Mari Slocum	Treasurer	20	Officer	$8,465	$0	$8,465
John Bagwell	Director & Trustee	2	Officer Director	$0	$0	$0
Kenneth Hosley	Director & Trustee	2	Officer Director	$0	$0	$0
Martin Laird	Director & Trustee	2	Officer Director	$0	$0	$0
William Frustaglia	Director & Trustee	0	Officer Director	$0	$0	$0
Kelsey Lace	Director & Trustee	2	Officer Director	$0	$0	$0
Kelly Borseth	Director & Exalted Ruler	10	Officer Director	$0	$0	$0
Taunya Turner	Director & Leading Knight	5	Officer Director	$0	$0	$0
Charles Klinefelter	Director & Loyal Knight	2	Officer Director	$0	$0	$0
Ryan Guzy	Director & Lecturing Knight	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
2026	$423,984	$394,423	$724,666	$29,561
2025	$422,729	$343,324	$700,165	$79,405
2024	$413,422	$366,845	$615,573	$46,577
2023	$388,981	$290,999	$583,689	$97,982
2022	$414,803	$344,010	$453,600	$70,793
2021	$274,783	$240,473	$377,606	$34,310

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA