BENEVOLENT & PROTECTIVE ORDER OF ELKS REEDLEY ELKS LODGE NO 2699

EIN: 770122170

REEDLEY, CA

Total Revenue
$78,883
Total Expenses
$97,488
Total Assets
$106,710
Net Assets
$97,756
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
CA
Principal Officer
DALE KENNEDY
Phone
5596385591
Tax Period
2024-04-01 to 2025-03-31

BENEVOLENT & PROTECTIVE ORDER OF ELKS REEDLEY ELKS LODGE NO 2699, founded in 1951, is a micro nonprofit that reported $79K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 24% operating deficit.

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 government, 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 $13,860
Program Service Revenue $41,867
Investment Income $0
Other Revenue $23,156
TOTAL REVENUE $78,883

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $97,488
TOTAL EXPENSES $97,488

Year-over-Year Comparison

2024 2023 Change
Revenue $78,883 $101,689 -0.2%
Expenses $97,488 $107,926 -0.1%
Net Income $-18,605 $-6,237 +2.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
28

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
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DALE KENNEDY EXALTED RULER 6.00
Officer Director
$0 $0 $0
CHRIS REED LOYAL KNIGHT 2.00
Officer Director
$0 $0 $0
SANDORA RICHERSON-WATSON LECTURING KNIGH 2.00
Officer Director
$0 $0 $0
VACANT Secretary 0.00
Officer Director
$0 $0 $0
PENNY KENNEDY Treasurer 6.00
Officer Director
$0 $0 $0
MIKE DIQUIRICO LEADING KNIGHT 6.00
Officer Director
$0 $0 $0
BRUCE CLARKE Trustee 2.00
Director
$0 $0 $0
WAYDE SWEENEY Trustee 2.00
Director
$0 $0 $0
NATE LOPEZ Trustee 2.00
Director
$0 $0 $0
TODD SMITH Trustee 2.00
Director
$0 $0 $0
AARON RODRIGUEZ 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 $78,883 $97,488 $106,710 $-18,605
2024 $101,689 $107,926 $124,546 $-6,237
2023 $76,395 $77,701 $130,465 $-1,306
2022 $92,224 $48,287 $124,380 $43,937
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