BENEVOLENT & PROTECTIVE ORDER OF ELKS (EIN 941167549) - 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

1959

Legal Domicile

Principal Officer

KERRI WARREN

Phone

5309344321

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS, founded in 1959, is a small nonprofit that reported $134K in total revenue in fiscal year 2024. Expenses of $198K exceeded revenue, resulting in a 48% operating deficit.

Mission

TO INCULUCATE THE PRINICIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE, AND FIDELITY AND TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS.

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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 $24,000

Program Service Revenue $0

Investment Income $0

Other Revenue $109,753

TOTAL REVENUE $133,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,650

Fundraising Expenses $0

Other Expenses $138,629

TOTAL EXPENSES $198,279

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,753	$128,153	+0.0%
Expenses	$198,279	$204,987	0.0%
Net Income	$-64,526	$-76,834	-0.2%

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

N/A

Employees

N/A

Volunteers

N/A

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
KERRI WARREN	EXALTED RULER	3.00	Officer	$0	$0	$0
KELLY KAMPSCHMIDT	Secretary	8.00	Officer	$0	$0	$0
RAY CRABTREE	Treasurer	15.00	Officer	$0	$0	$0
MONICA LYON	LECTURING KNIGH	1.00	Officer	$0	$0	$0
JAMES DIMAGGIO	LEADING KNIGHT	1.00	Officer	$0	$0	$0
DAN SCHULLER	CHAPLAIN	1.00	Officer	$0	$0	$0
ERNEST PETERS	ESQUIRE	1.00	Officer	$0	$0	$0
JONATHON OWENS	LOYAL KNIGHT	1.00	Officer	$0	$0	$0
JEFF COBB	INNER GUARD	1.00	Officer	$0	$0	$0
KAITLYN IBARRA	TILER	1.00	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	No data	No data	No data	No data
2025	$133,753	$198,279	$308,222	$-64,526
2024	$128,153	$204,987	$341,231	$-76,834

BENEVOLENT & PROTECTIVE ORDER OF ELKS