BENEVOLENT & PROTECTIVE ORDER OF E… - Form 990 Financial Data

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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

1966

Legal Domicile

Principal Officer

Samantha Trosvig

Phone

9074861772

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA, founded in 1966, is a small nonprofit that reported $407K in total revenue in fiscal year 2025. Expenses of $491K exceeded revenue, resulting in a 21% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $13,500

Support extensive Youth Programs in our area.

Program 2

Expenses: $1,451

Aid to Veterans

Program 3

Expenses: $2,912

Providing aid to Social and Community Welfare.

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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 $29,889

Program Service Revenue $0

Investment Income $3

Other Revenue $377,068

TOTAL REVENUE $406,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,706

Fundraising Expenses $0

Program Expenses $17,863

Other Expenses $288,321

TOTAL EXPENSES $491,027

Year-over-Year Comparison

	2025	2024	Change
Revenue	$406,960	$402,259	+0.0%
Expenses	$491,027	$463,625	+0.1%
Net Income	$-84,067	$-61,366	+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

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

$11,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diana Fogler	Secretary	20	Officer	$8,289	$0	$8,289
Kelly Bowley	Treasurer	10	Officer	$2,700	$0	$2,700
Joyce Gregory	Past Treasurer	10	Officer	$900	$0	$900
Joyce Gregory	Trustee	4	Officer Director	$0	$0	$0
Robert Lachowsky	Trustee	4	Officer Director	$0	$0	$0
Samantha Trosvig	Exalted Ruler	20	Officer	$0	$0	$0
Luis Portillo	Leading Knight	4	Officer	$0	$0	$0
David Sherman	Loyal Knight	4	Officer	$0	$0	$0
Kathy Burns	Lecturing Knight	4	Officer	$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	$406,960	$491,027	$1,817,232	$-84,067
2025	$402,259	$463,625	$1,796,887	$-61,366
2024	$436,948	$457,702	$1,943,017	$-20,754
2023	$458,789	$513,559	$1,761,081	$-54,770
2022	$505,007	$406,889	$1,866,381	$98,118
2021	$341,814	$393,119	$1,800,438	$-51,305

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA