Benevolent & Protective Order of Elks of the USA

Nonprofit profile at a glance

EIN
840401055
IRS 990-EZ coverage
2018–2025
Forms available
Form 990 2021, Form 990-EZ 2025
Location
Hotchkiss, CO, USA
Phone
9708723355
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$138,657
Expenses
$135,824
Assets
$125,967
Liabilities
$30,082

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

9 people listed

People named in this filing

  • Nolan M Tracy (Exalted Ruler)
  • Katherine Tracy (Leading Knight)
  • Kasey Miles (Loyal Knight)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Community outreach and support primarily for programs benefitting children and senior and low income community members, including scholarships.

What it reported doing in 2025

Freedom grant used for a veterans appreciation dinner and the creation of a veterans coffee club, open to all veterans of the community

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 72% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 8
  • Transparency & Controls: 82
  • Sustainability: 38
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 7.7%; rating input score 8
  • Program expense ratio: 7.8%; rating input score 8

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.24; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 5.3%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: -24.3% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 5.7% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 3.8% per year; rating input score 100; 39th percentile among comparable filings

Details

  • Where the money goes: 7.7% of revenue deployed · 7.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 5 filed program accomplishments · $11K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 8/100.
  • High — Financial Efficiency: Program expense ratio scored 8/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.