BENEVOLENT AND PROTECTIVE ORDER OF ELKS SIMI VALLEY LODGE NO 2492

EIN: 237317723

SIMI VALLEY, CA

Total Revenue
$650,281
Total Expenses
$636,025
Total Assets
$606,920
Net Assets
$400,391
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
CA
Principal Officer
TODD BAIR
Phone
8055222492
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS SIMI VALLEY LODGE NO 2492, founded in 1973, is a small nonprofit that reported $650K in total revenue in fiscal year 2024.

Mission

TO INCULCATE THE PRINCIPLES OF CHARITY, JUSTICE, BROTHERLY LOVE AND FIDELITY; TO RECOGNIZE A BELIEF IN GOD; TO PROMOTE THE WELFARE AND ENHANCE THE HAPPINESS OF ITS MEMBERS; TO QUICKEN THE SPIRIT OF AMERICAN PATRIOTISM; TO CULTIVATE GOOD FELLOWSHIP; TO PERPETUATE ITSELF AS A FRATERNAL ORGANIZATION, AND TO PROVIDE FOR ITS GOVERNANCE, THE BENEVOLENT AND PROTECTIVE ORDER OF ELKS OF THE UNITED STATES OF AMERICA WILL SERVE THE PEOPLE AND COMMUNITIES THROUGH BENEVOLENT PROGRAMS, DEMONSTRATING THAT ELKS CARE AND ELKS SHARE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $142,376
Investment Income $2,148
Other Revenue $505,757
TOTAL REVENUE $650,281

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,200
Fundraising Expenses $0
Other Expenses $625,825
TOTAL EXPENSES $636,025

Year-over-Year Comparison

2024 2023 Change
Revenue $650,281 $645,107 +0.0%
Expenses $636,025 $628,591 +0.0%
Net Income $14,256 $16,516 -0.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
10
Volunteers
10

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
6
$10,200
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TODD BAIR SECRETARY 10.00
Officer
$9,000 $0 $9,000
JIM VANDENBURG TREASURER 10.00
Officer
$1,200 $0 $1,200
DAVID ACHZET TRUSTEE 2.00
Director
$0 $0 $0
CAREY CAPALDI TRUSTEE 2.00
Director
$0 $0 $0
MARTIN OLGIN TRUSTEE 2.00
Director
$0 $0 $0
ROBERT ORWAT TRUSTEE 2.00
Director
$0 $0 $0
KRISTIN SHERMAN TRUSTEE 2.00
Director
$0 $0 $0
SANDRA HORRIDGE LECTURING KN 5.00
Officer
$0 $0 $0
MIKE NOLAN EXALTED RULE 5.00
Officer
$0 $0 $0
CYNTHIA PHILLIPIS LEADING KNIG 5.00
Officer
$0 $0 $0
TREVER SHERMAN LOYAL KNIGHT 5.00
Officer
$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 $650,281 $636,025 $606,920 $14,256
2024 $645,107 $628,591 $594,294 $16,516
2023 $482,294 $549,233 $569,343 $-66,939
2022 $464,155 $447,747 $621,428 $16,408
2021 $169,177 $224,659 $592,676 $-55,482
2020 $344,709 $330,115 $642,023 $14,594
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