San Benito Elks Lodge 1661 (EIN 741016881) - 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

1944

Legal Domicile

Principal Officer

Tom Tyra

Phone

9563991351

Tax Period

2022-04-01 to 2023-03-31

San Benito Elks Lodge 1661, founded in 1944, is a small nonprofit that reported $163K in total revenue in fiscal year 2022. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $147K left a modest 9% surplus.

Mission

To carry on fraternal activities under the Lodge system, the net income of which is used exclusively for benevolent and charitable purposes. This is accomplished through youth activities, drug awareness, youth scholarship, assistance to local charities, veteran programs, Americanism, and support to State Major Project.

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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 (2022)

Revenue Breakdown

Contributions & Grants $18,719

Program Service Revenue $0

Investment Income $12

Other Revenue $143,807

TOTAL REVENUE $162,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,576

Fundraising Expenses $0

Other Expenses $106,700

TOTAL EXPENSES $147,276

Year-over-Year Comparison

	2022	2021	Change
Revenue	$162,538	$137,288	+0.2%
Expenses	$147,276	$138,515	+0.1%
Net Income	$15,262	$-1,227	-13.4%

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

Independent Members

Employees

Volunteers

173

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	Role	Reportable Comp	Other Comp	Total
Edward Vanderford	Trustee	Director	$0	$0	$0
James Turner	Trustee	Director	$0	$0	$0
Clifford Meyer	Trustee	Director	$0	$0	$0
Bill Ashcraft	Trustee	Director	$0	$0	$0
Earl Groh	Trustee	Director	$0	$0	$0
Benito Gomez	Exalted Ruler	Officer	$0	$0	$0
Dawn Preston	Secretary	Officer	$0	$0	$0
Jorge Platas Jr	Leading Knight	Officer	$0	$0	$0
Mike Folk	Loyal Knight	Officer	$0	$0	$0
Cathy Beard	Lecturing Knight	Officer	$0	$0	$0
Jane Anderson	Treasurer	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
2023	$162,538	$147,276	$273,103	$15,262
2022	$137,288	$138,515	$264,727	$-1,227
2020	$78,081	$78,612	$205,619	$-531

San Benito Elks Lodge 1661