BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA (EIN 920016739) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Sam Trosvigantha

Phone

9074861772

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA is a tax-exempt nonprofit with EIN 920016739, based in Kodiak, AK. Founded in 1966, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $402,259 in total revenue and $463,625 in total expenses, with net assets of $1,038,830.

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 & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $25,146

Program Service Revenue $0

Investment Income $3

Other Revenue $377,110

TOTAL REVENUE $402,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $230,584

Fundraising Expenses $0

Program Expenses $26,936

Other Expenses $233,041

TOTAL EXPENSES $463,625

Year-over-Year Comparison

	2024	2023	Change
Revenue	$402,259	$436,948	-0.1%
Expenses	$463,625	$457,702	+0.0%
Net Income	$-61,366	$-20,754	+2.0%

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

155

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

$7,853

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diana Fogler	Secretary	6	Officer	$7,853	$0	$7,853
Rocky Fraser	Trustee 1 yr	4	Officer Director	$0	$0	$0
Alex Hartman	Trustee 2 yr	2	Officer Director	$0	$0	$0
Robert Lachowsky	Trustee 3 yr	2	Officer Director	$0	$0	$0
Kelly Bowley	Treasurer	3	Officer	$0	$0	$0
Samantha Trosvig	Exalted Ruler	6	Officer	$0	$0	$0
Charles Barker	Leading Knight	3	Officer	$0	$0	$0
Kathy Burns	Lecturing Knight	2	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
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