BENEVOLENT & PROTECTIVE ORDER OF T… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

SUSAN LAROSE

Phone

5735475552

Tax Period

2025-04-01 to 2026-03-31

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS PERRYVILLE LODGE 2701, founded in 1986, is a small nonprofit that reported $205K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $41K, a strong 20% operating margin.

Mission

THROUGH FUNDRAISING VENTURES, ENCOURAGE FELLOWSHIP, AID YOUTH, VETERANS AND THE NEEDY IN OUR COMMUNITY, THEREBY REDUCING THE BURDEN PUT UPON LOCAL, STATE, AND FEDERAL GOVERNMENTS.

Program Service Accomplishments

Program 1

Expenses: $145,418 Revenue: $27,521

MAINTAINED A BUILDING AND GROUNDS FOR THE FELLOWHIP OF THE FRATERNITY TO AID YOUTH, VETERANS AND THE NEEDY IN THE COMMUNITY THROUGH DOLLARS AS WELL AS VOLUNTEER TIME AND EFFORT.

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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 (2025)

Revenue Breakdown

Contributions & Grants $9,386

Program Service Revenue $27,521

Investment Income $1,354

Other Revenue $166,661

TOTAL REVENUE $204,922

Expense Breakdown

Grants Paid $11,652

Salaries & Benefits $13,060

Fundraising Expenses $0

Program Expenses $145,418

Other Expenses $138,938

TOTAL EXPENSES $163,650

Year-over-Year Comparison

	2025	2024	Change
Revenue	$204,922	$251,804	-0.2%
Expenses	$163,650	$169,327	0.0%
Net Income	$41,272	$82,477	-0.5%

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

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

$3,953

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER HOFF	EXALTED RULE	5.00	Officer	$0	$0	$0
TIM DAVIS	LEADING KNIG	2.00	Officer	$0	$0	$0
TERRY J WILSON	SECRETARY	5.00	Officer	$1,382	$0	$1,382
SUSAN LAROSE	TREASURER	5.00	Officer	$2,571	$0	$2,571
KELSEY CREASON	LOYAL KNIGHT	N/A	Director	$0	$0	$0
CHUCK MUDGE	LECTURING KN	N/A	Director	$0	$0	$0
MELISSA HARRIS	TRUSTEE - ON	N/A	Director	$0	$0	$0
RODNEY LAROSE	TRUSTEE - TW	N/A	Director	$0	$0	$0
MIKE ROBINS	TRUSTEE - TH	N/A	Director	$0	$0	$0
ED HUBER	TRUSTEE - FO	N/A	Director	$0	$0	$0
KYLE KATT	TRUSTEE - FI	N/A	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
2026	$204,922	$163,650	$533,151	$41,272
2025	$251,804	$169,327	$510,770	$82,477
2024	$167,094	$140,732	$510,770	$26,362
2023	$196,551	$247,268	$512,203	$-50,717
2022	$237,900	$153,726	$472,283	$84,174
2021	$140,020	$100,719	$416,910	$39,301
2020	$111,603	$113,092	$404,101	$-1,489
2019	$109,585	$116,617	$422,380	$-7,032

BENEVOLENT & PROTECTIVE ORDER OF THE ELKS PERRYVILLE LODGE 2701