NORTH CAROLINA STATE ELKS ASSOCIATION CHARITABLE TRUST (EIN 561886763) - 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

1993

Legal Domicile

Principal Officer

KYLE PURYEAR

Phone

2525144019

Tax Period

2024-05-01 to 2025-04-30

NORTH CAROLINA STATE ELKS ASSOCIATION CHARITABLE TRUST, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $375K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $126K, a strong 33% operating margin.

Mission

TO SUPPORT THE SCHOLARSHIPS, YOUTH PROGRAMS AND VETERAN'S PROGRAMS OF THE NORTH CAROLINA ELKS

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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 $224,053

Program Service Revenue $0

Investment Income $151,321

Other Revenue $0

TOTAL REVENUE $375,374

Expense Breakdown

Grants Paid $205,430

Salaries & Benefits $0

Fundraising Expenses $5,000

Program Expenses $205,430

Other Expenses $44,316

TOTAL EXPENSES $249,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$375,374	$295,610	+0.3%
Expenses	$249,746	$226,685	+0.1%
Net Income	$125,628	$68,925	+0.8%

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

9427

Independent Members

9427

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
KYLE PURYEAR	TREASURER	10.00	Officer Director	$0	$0	$0
DAVID KING	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN BULLOCK	PRESIDENT	10.00	Officer Director	$0	$0	$0
LEE LITTIKEN	SECRETARY	10.00	Officer 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	$375,374	$249,746	$4,072,664	$125,628
2024	$295,610	$226,685	$3,947,036	$68,925
2023	$396,353	$275,310	$3,878,110	$121,043
2022	$392,456	$301,038	$3,757,067	$91,418
2021	$599,976	$297,750	$3,665,648	$302,226
2020	$416,616	$332,846	$3,363,423	$83,770
2019	$419,152	$319,111	$3,279,652	$100,041

NORTH CAROLINA STATE ELKS ASSOCIATION CHARITABLE TRUST