BENEVOLENT AND PROTECTIVE ORDER OF ELKS ROXBORO #2005 (EIN 560988445) - 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

2000

Legal Domicile

Principal Officer

TERRY FULLER

Phone

3365994931

Tax Period

2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS ROXBORO #2005, founded in 2000, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $496K represent 80 months of operating reserves.

Mission

BENEVOLENT AND FRATERNAL FUNCTIONS

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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 $35,409

Program Service Revenue $320

Investment Income $11,673

Other Revenue $27,357

TOTAL REVENUE $74,759

Expense Breakdown

Grants Paid $14,145

Salaries & Benefits $950

Fundraising Expenses $0

Other Expenses $58,976

TOTAL EXPENSES $74,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,759	$67,297	+0.1%
Expenses	$74,071	$85,158	-0.1%
Net Income	$688	$-17,861	-1.0%

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

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

$950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY WILBORN	LEADING KNIGHT	1.00	Director	$0	$0	$0
BRIAN HORNER	LOYAL KNIGHT	1.00	Director	$0	$0	$0
JOEY PLEASANTS	LECTURING KNIGHT	1.00	Director	$0	$0	$0
FRED PITTARD	SECRETARY	1.00	Director	$150	$0	$150
TERRY FULLER	TREASURER	2.00	Director	$800	$0	$800
JOHN WINSLOW	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES SIMS	TRUSTEE	1.00	Director	$0	$0	$0
OLLIE PURNELL	TRUSTEE	1.00	Director	$0	$0	$0
TONY CLAYTON	TRUSTEE	1.00	Director	$0	$0	$0
JERRY G BAYLIFF	ESQUIRE	1.00	Director	$0	$0	$0
DAVID SNOW	TILER	1.00	Director	$0	$0	$0
KYLE PURYEAR	TRUSTEE	1.00	Director	$0	$0	$0
JASON WRENN	CHAPLAIN	1.00	Director	$0	$0	$0
GERALD BURTON	INNER GUARD	1.00	Director	$0	$0	$0
LINDSAY WAGSTAFF III	EXALTED RULER	1.00	Director	$0	$0	$0
WALTER CATES	PRESIDING JUSTICE	1.00	Director	$0	$0	$0
JOE BREWER	FORUM MEDIATOR	1.00	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	$74,759	$74,071	$515,897	$688
2024	$67,297	$85,158	$514,844	$-17,861
2023	$58,532	$78,370	$525,696	$-19,838
2022	$64,197	$75,362	$544,704	$-11,165
2021	$73,031	$74,367	$555,268	$-1,336
2020	$111,673	$74,163	$557,531	$37,510
2019	$121,601	$68,810	$522,105	$52,791

BENEVOLENT AND PROTECTIVE ORDER OF ELKS ROXBORO #2005