BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA 2616 KONA (EIN 990206893) - 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

Legal Domicile

Principal Officer

TERRELL JACOBY

Phone

8083334257

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA 2616 KONA is a small nonprofit that reported $297K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

FRATERNAL & CHARITABLE

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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 $130,494

Program Service Revenue $0

Investment Income $106

Other Revenue $166,863

TOTAL REVENUE $297,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $289,725

TOTAL EXPENSES $289,725

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,463	$259,955	+0.1%
Expenses	$289,725	$234,825	+0.2%
Net Income	$7,738	$25,130	-0.7%

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

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
NANCY ALBRIGHT	TRUSTEE	15.00	Director	$0	$0	$0
RONDA ARMSTRONG	TILER	20.00	Director	$0	$0	$0
RANDELL GROSS	INNER GUARD	35.00	Director	$0	$0	$0
JAMES DYKES III	LOYAL KNIGHT	18.00	Director	$0	$0	$0
TERRELL JACOBY	TRUSTEE	30.00	Director	$0	$0	$0
WILLIAM REECE JR	TRUSTEE	10.00	Director	$0	$0	$0
CLAUDETTE KAPIOLANI MAHONEY	TRUSTEE	15.00	Director	$0	$0	$0
CHRISTOPHER OLIVERA	CHAPLAIN	35.00	Director	$0	$0	$0
ARPAD RAKOSI	LEADING KNIG	5.00	Director	$0	$0	$0
RICHARD SCRITCHFIELD	TRUSTEE	10.00	Director	$0	$0	$0
BRENDALYNN TORADO	LECTURING KN	5.00	Director	$0	$0	$0
MARTY WALLACE	ESQUIRE	5.00	Director	$0	$0	$0
PATRICIA BROWNE	SECRETARY	45.00	Officer	$0	$0	$0
GERALD DROZE	EXALTED RULE	35.00	Officer	$0	$0	$0
BRIDGET A SMITH	TREASURER	35.00	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
2025	$297,463	$289,725	$230,043	$7,738
2024	$259,955	$234,825	$191,799	$25,130
2023	$249,468	$300,174	$171,649	$-50,706
2022	$244,185	$213,604	$190,049	$30,581
2021	$142,569	$113,414	$182,224	$29,155
2019	$107,504	$134,921	$113,366	$-27,417

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS OF THE USA 2616 KONA