BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 860330850) - 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

1977

Legal Domicile

Principal Officer

EARL MATTHEWS

Phone

6239729552

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1977, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 4% 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 $354,719

Program Service Revenue $69,296

Investment Income $66,453

Other Revenue $753,185

TOTAL REVENUE $1,243,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $461,294

Fundraising Expenses $0

Program Expenses $41,574

Other Expenses $731,826

TOTAL EXPENSES $1,193,120

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,243,653	$1,211,168	+0.0%
Expenses	$1,193,120	$1,362,250	-0.1%
Net Income	$50,533	$-151,082	-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

3496

Independent Members

3494

Employees

Volunteers

676

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

$33,963

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EARL WILLIAM MATHEWS	EXALTED RULER	20.00	Officer	$0	$0	$0
JOSHUA MOREHART	LEADING KNIGHT	10.00	Officer	$0	$0	$0
ROSEMARY LASALLE	LOYAL KNIGHT	5.00	Officer	$0	$0	$0
RAYMOND GULBRANSON	LECTURING KNIGHT	5.00	Officer	$0	$0	$0
VICKI WAY	SECRETARY	30.00	Officer	$17,505	$0	$17,505
JOSE POL	TREASURER	5.00	Officer	$16,458	$0	$16,458
MARTIN GALCHUTT	ESQUIRE	3.00	Officer	$0	$0	$0
JOAN MCCONNELL	CHAPLAIN	2.00	Officer	$0	$0	$0
JOSE CORDERO TORRES	INNER GUARD	2.00	Officer	$0	$0	$0
JAMES VANDERMATE	TILER	2.00	Officer	$0	$0	$0
ALEXANDER ELLIOTT	TRUSTEE 1 YEAR	5.00	Officer Director	$0	$0	$0
JANAH MOREHART	TRUSTEE 2 YEAR	5.00	Officer Director	$0	$0	$0
KEVIN CLARK	TRUSTEE 3 YEAR	5.00	Officer Director	$0	$0	$0
KURT BAKER	TRUSTEE 4 YEAR	5.00	Officer Director	$0	$0	$0
WILLIAM HUDGSON	TRUSTEE 5 YEAR	5.00	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	$1,243,653	$1,193,120	$1,270,162	$50,533
2024	$1,211,168	$1,362,250	$1,252,640	$-151,082
2023	$1,006,217	$1,255,500	$1,270,696	$-249,283
2022	$1,085,858	$1,104,460	$1,521,584	$-18,602
2021	$637,891	$618,367	$1,608,689	$19,524
2019	$1,006,536	$1,010,559	$1,787,643	$-4,023

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA