Benevolent & Protective Order of Elks of the USA 1999 St Helens (EIN 930456992) - 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

1956

Legal Domicile

Principal Officer

Sean Williams

Phone

5033971999

Tax Period

2023-04-01 to 2024-03-31

Benevolent & Protective Order of Elks of the USA 1999 St Helens, founded in 1956, is a small nonprofit that reported $790K in total revenue in fiscal year 2023. Expenses of $747K left a modest 5% surplus.

Mission

Promote Brotherhood and Community service.

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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 (2023)

Revenue Breakdown

Contributions & Grants $257,634

Program Service Revenue $101,851

Investment Income $17,344

Other Revenue $413,480

TOTAL REVENUE $790,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,336

Fundraising Expenses $0

Program Expenses $605,701

Other Expenses $722,632

TOTAL EXPENSES $746,968

Year-over-Year Comparison

	2023	2022	Change
Revenue	$790,309	$754,893	+0.0%
Expenses	$746,968	$545,667	+0.4%
Net Income	$43,341	$209,226	-0.8%

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

300

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Michael	Loyal Knight	10.00	Director	$0	$0	$0
Ron Summers	Leading Knight	20.00	Officer Director	$0	$0	$0
Brian Bernard	Trustee	3.00	Director	$0	$0	$0
Hal Hamilton	Trustee	3.00	Director	$0	$0	$0
Gary Tanner	Trustee	10.00	Director	$0	$0	$0
Sean Williams	Exalted Ruler	20.00	Director	$0	$0	$0
Anne Cox	Secretary	30.00	Officer Director	$0	$0	$0
Tami Williams	Treasurer	30.00	Officer Director	$0	$0	$0
Sundee Hamrick	Lecturing Knigh	10.00	Director	$0	$0	$0
Rob Goshorn	Trustee	5.00	Director	$0	$0	$0
Eric Cook	Trustee	5.00	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	No data	No data	No data	No data
2024	$790,309	$746,968	$1,351,356	$43,341
2023	$754,893	$545,667	$1,280,611	$209,226
2023	$754,893	$545,667	$1,280,611	$209,226
2022	$797,835	$668,791	$1,143,284	$129,044
2021	$360,137	$262,267	$1,008,173	$97,870
2020	$723,568	$630,179	$895,294	$93,389
2019	$248,911	$185,346	$783,125	$63,565
2018	$312,436	$251,627	$682,192	$60,809

Benevolent & Protective Order of Elks of the USA 1999 St Helens