The Benevolent and Protective Order of Elks Lodge 829 Educational Trust

Nonprofit profile at a glance

EIN
593486077
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025, Form 990-N 2016
Location
St Augustine, FL, USA
Rating
57
Verdict
MIXED
Rating confidence
Moderate
Sector
Specialized Education Institutions

Official website

Reported finances

Revenue
$27,731
Expenses
$8,254
Assets
$210,642
Liabilities
$5,000

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

Leadership & pay

6 people listed

People named in this filing

  • ROSE MARY DEAN (TRUSTEE)
  • BARRY MASTERS (TRUSTEE)
  • DAVID LEE (TRUSTEE)

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

Charitable endeavors-scholarships, etc.

What it reported doing in 2025

Provide educational funds for needy individuals within the community.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 20
  • Transparency & Controls: 100
  • Sustainability: 82
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 32.1%; rating input score 32
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 70.2%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 25.52; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 28.1% per year; rating input score 100; 93rd percentile among comparable filings
  • Asset growth: 14.1% per year; rating input score 100; 77th percentile among comparable filings

Details

  • Where the money goes: 32.1% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • 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.

  • Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.