BENEVOLENT & PROTECTIVE ORDER OF ELKS #1327 (EIN 042130464) - 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

1930

Legal Domicile

Principal Officer

COBIE-JEAN BOYD

Phone

6179698847

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS #1327, founded in 1930, is a small nonprofit in the Community Improvement sector that reported $533K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 20% operating margin.

Mission

TO PROVIDE CONTRIBUTIONS TO CHARITIES AND CIVIC PROGRAMS THAT SPECIFICLY BENEFIT THE MEMBERS AND THE LOCAL AND NATIONAL COMMUNITY.

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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 $79,515

Program Service Revenue $0

Investment Income $105,877

Other Revenue $347,787

TOTAL REVENUE $533,179

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,381

Fundraising Expenses $0

Other Expenses $342,845

TOTAL EXPENSES $428,226

Year-over-Year Comparison

	2024	2023	Change
Revenue	$533,179	$373,214	+0.4%
Expenses	$428,226	$427,093	+0.0%
Net Income	$104,953	$-53,879	-2.9%

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

$13,625

Total Directors

$13,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN MAGNI	EXALTED RULER	10.00	Officer Director	$0	$0	$0
STEPHEN CURTIS	LEADING KNIGHT	10.00	Officer Director	$0	$0	$0
ALLISON DALY	LOYAL KNIGHT	10.00	Officer Director	$0	$0	$0
NATE COOLIDGE	LECTURING KNIGHT	10.00	Officer Director	$0	$0	$0
COBIE JEAN BOYD	TREASURER	10.00	Officer Director	$6,000	$0	$6,000
ELIZABETH PULEO	SECRETARY	10.00	Officer Director	$7,625	$0	$7,625
PAUL DIBENEDETO	TRUSTEE	2.00	Officer Director	$0	$0	$0
JOHN IACONELLI	TRUSTEE	2.00	Officer Director	$0	$0	$0
JAMES TREDDIN	TRUSTEE	2.00	Officer Director	$0	$0	$0
THOMAS LYNCH	TRUSTEE	2.00	Officer Director	$0	$0	$0
RICHARD SHINNICK	TRUSTEE	2.00	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	$533,179	$428,226	$4,832,260	$104,953
2025	$533,179	$428,226	$4,832,260	$104,953
2024	$335,000	$335,300	$662,047	$-300
2024	$373,214	$427,093	$4,419,810	$-53,879
2023	$314,225	$306,685	$648,400	$7,540
2023	$367,999	$333,658	$654,702	$34,341
2022	$310,749	$357,370	$648,400	$-46,621
2022	$289,475	$354,815	$662,799	$-65,340
2021	$238,361	$238,865	$691,575	$-504
2019	$361,978	$371,985	$607,507	$-10,007

BENEVOLENT & PROTECTIVE ORDER OF ELKS #1327