BENEVOLENT AND PROTECTIVE ORDER OF ELKS MORENO VALLEY LODGE NO 2697

EIN: 330150276

MORENO VALLEY, CA

Total Revenue
$203,792
Total Expenses
$171,022
Total Assets
$327,325
Net Assets
$301,822
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
CA
Principal Officer
BRIAN FRANKS
Phone
9516834031
Tax Period
2023-04-01 to 2024-03-31

BENEVOLENT AND PROTECTIVE ORDER OF ELKS MORENO VALLEY LODGE NO 2697, founded in 1985, is a small nonprofit that reported $204K in total revenue in fiscal year 2023. The organization ran a surplus of $33K, a strong 16% operating margin.

Mission

TO INCULCATE TEH 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 CLUTIVATE GOOD FELLOSHIP, TO PERPETUATE ITSELF AS 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 (2023)

Revenue Breakdown

Contributions & Grants $34,667
Program Service Revenue $0
Investment Income $6,169
Other Revenue $162,956
TOTAL REVENUE $203,792

Expense Breakdown

Grants Paid $0
Salaries & Benefits $831
Fundraising Expenses $0
Other Expenses $170,191
TOTAL EXPENSES $171,022

Year-over-Year Comparison

2023 2022 Change
Revenue $203,792 $200,240 +0.0%
Expenses $171,022 $155,852 +0.1%
Net Income $32,770 $44,388 -0.3%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
2
Volunteers
40

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
$831
Total Directors
10
$831
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WENDI HAMMON Secretary 6.00
Officer Director
$831 $0 $831
BRIAN FRANKS EXALTED RULER 6.00
Officer Director
$0 $0 $0
TERESA KANTER LEADING KNIGHT 2.00
Officer Director
$0 $0 $0
JOHN REED LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
ROGELIO MIRANDA LECTURING KNIGH 2.00
Officer Director
$0 $0 $0
LOUIS PANDOL Treasurer 6.00
Officer Director
$0 $0 $0
MONTE HARRELSON Trustee 2.00
Director
$0 $0 $0
JON-HENRY MEDINA Trustee 2.00
Director
$0 $0 $0
AARON MEDINA Trustee 2.00
Director
$0 $0 $0
GERALD RUSS MARTIN Trustee 2.00
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 No data No data No data No data
2024 $203,792 $171,022 $327,325 $32,770
2023 $200,240 $155,852 $289,980 $44,388
2022 $180,173 $137,759 $238,319 $42,414
2021 $40,534 $90,365 $189,515 $-49,831
2020 $195,108 $160,909 $238,476 $34,199
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