McAllen Elks Lodge NO 1402 BPOE

EIN: 741053885

McAllen, TX

Total Revenue
$116,754
Total Expenses
$218,677
Total Assets
$668,537
Net Assets
$632,184
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
TX
Principal Officer
Valentin Ordaz
Phone
9566863902
Tax Period
2023-04-01 to 2024-03-31

McAllen Elks Lodge NO 1402 BPOE, founded in 1996, is a small nonprofit that reported $117K in total revenue in fiscal year 2023. Revenue surged 134% from the prior year, signaling strong growth momentum. Expenses of $219K exceeded revenue, resulting in a 87% operating deficit.

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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $53,370
Program Service Revenue $1,052
Investment Income $0
Other Revenue $62,332
TOTAL REVENUE $116,754

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,444
Fundraising Expenses $0
Other Expenses $212,233
TOTAL EXPENSES $218,677

Year-over-Year Comparison

2023 2022 Change
Revenue $116,754 $49,923 +1.3%
Expenses $218,677 $148,133 +0.5%
Net Income $-101,923 $-98,210 +0.0%
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

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Governance

Voting Members
16
Independent Members
16
Employees
4
Volunteers
202

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
10
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Milly Hernandez Trustee 0.00
Director
$0 $0 $0
Irven Jones Trustee 0.00
Director
$0 $0 $0
Jaime Ordaz Trustee 0.00
Director
$0 $0 $0
Ted E Balli Trustee 0.00
Director
$0 $0 $0
Joe Guzman Trustee 0.00
Director
$0 $0 $0
Valentin Ordaz Exalted Ruler 0.00
Officer
$0 $0 $0
Diana DeAnda Leading Knight 0.00
Officer
$0 $0 $0
Frank Cadena Loyal Knight 0.00
Officer
$0 $0 $0
Gabe Parker Lecturing Knight 0.00
Officer
$0 $0 $0
Patricia Flores Secretary 0.00
Officer
$0 $0 $0
Terry Gomez Treasurer 0.00
Officer
$0 $0 $0
Brad Fawcett Tiler 0.00
Officer
$0 $0 $0
Garry Stonehill Esquire 0.00
Officer
$0 $0 $0
Jovanna Lawson Chaplain 0.00
Officer
$0 $0 $0
Guadalupe Carpio Inner Guard 0.00
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
2024 $116,754 $218,677 $668,537 $-101,923
2023 $49,923 $148,133 $1,157,669 $-98,210
2022 $26,670 $139,191 $1,200,784 $-112,521
2021 $48,817 $104,345 $1,382,907 $-55,528
2020 $156,640 $174,176 $1,225,388 $-17,536
2019 $148,330 $178,505 $1,173,622 $-30,175
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