BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 861047498) - 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

2000

Legal Domicile

Principal Officer

Paul Slater

Phone

5208250893

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 2000, is a small nonprofit that reported $394K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $351K left a modest 11% 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 $48,588

Program Service Revenue $0

Investment Income $9,930

Other Revenue $335,548

TOTAL REVENUE $394,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,226

Fundraising Expenses $0

Program Expenses $41,284

Other Expenses $286,900

TOTAL EXPENSES $351,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$394,066	$355,756	+0.1%
Expenses	$351,126	$313,698	+0.1%
Net Income	$42,940	$42,058	+0.0%

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

254

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

$11,700

Total Directors

$11,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mimi Wittenborn	Secretary	8	Officer Director	$6,300	$0	$6,300
Kathy Hernandez	Treasurer	6	Officer Director	$5,400	$0	$5,400
Michael Orcutt	Lecturing Knight	2	Officer Director	$0	$0	$0
Lisa Hensley	Loyal Knight	2	Officer Director	$0	$0	$0
Kim McIlonie	Leading Knight	4	Officer Director	$0	$0	$0
Jacques Noel Baillargeon	Trustee 1 yr	4	Officer Director	$0	$0	$0
James Lengel	Trustee 2 yr	2	Officer Director	$0	$0	$0
Robert Stanley Kielsa	Trustee 3 yr	2	Officer Director	$0	$0	$0
Ron Starjnski	Trustee 4 yr	2	Officer Director	$0	$0	$0
Doug Harpold	Trustee 5 Yr	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	$394,066	$351,126	$1,048,676	$42,940
2024	$355,756	$313,698	$1,034,474	$42,058
2023	$307,332	$249,182	$968,114	$58,150
2022	$296,426	$185,177	$923,983	$111,249
2021	$189,187	$149,517	$832,123	$39,670
2021	$189,187	$149,517	$832,123	$39,670

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA