BPO ELKS 1077 (EIN 350173390) - 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

1954

Legal Domicile

Principal Officer

NANCY WELLS

Phone

7656534310

Tax Period

2024-04-01 to 2025-03-31

BPO ELKS 1077, founded in 1954, is a micro nonprofit that reported $76K in total revenue in fiscal year 2024. Expenses of $99K exceeded revenue, resulting in a 31% operating deficit.

Mission

PROVIDE FELLOWSHIP FOR ITS MEMBERS AND CONTRIBUTIONS TO VARIOUS ORGANIZATIONS

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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 $32,035

Program Service Revenue $0

Investment Income $2

Other Revenue $43,676

TOTAL REVENUE $75,713

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,200

Fundraising Expenses $0

Other Expenses $72,950

TOTAL EXPENSES $99,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,713	$74,226	+0.0%
Expenses	$99,150	$86,433	+0.1%
Net Income	$-23,437	$-12,207	+0.9%

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

185

Independent Members

185

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY WELLS	EXALTED RULER	20.00	Officer	$0	$0	$0
MATTHEW HELMER	SECRETARY	25.00	Officer	$0	$0	$0
KATIE BARGER	TREASURER	25.00	Officer	$0	$0	$0
CHRISTINA RUMLEY	TRUSTEE	15.00	Director	$0	$0	$0
JEREMY BARGER	LEADING KNIGHT	10.00	Director	$0	$0	$0
JERRY ELAM	LOYAL KNIGHT	10.00	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	$75,713	$99,150	$349,883	$-23,437
2024	$74,226	$86,433	$344,587	$-12,207
2023	$83,580	$102,873	$366,096	$-19,293
2022	$85,715	$90,937	$386,416	$-5,222
2021	$30,077	$61,547	$296,658	$-31,470

BPO ELKS 1077