MERCED LODGE NO 1240 BPO ELKS (EIN 940317170) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

JIM PACHECO

Phone

2097225909

Tax Period

2024-04-01 to 2025-03-31

MERCED LODGE NO 1240 BPO ELKS, founded in 1961, is a small nonprofit that reported $854K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $217K, a strong 25% operating margin.

Mission

SERVICES TO BENEFIT MEMBERS OF THE LODGE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $389,621

Program Service Revenue $14,823

Investment Income $184,178

Other Revenue $265,243

TOTAL REVENUE $853,865

Expense Breakdown

Grants Paid $151,696

Salaries & Benefits $98,840

Fundraising Expenses $0

Program Expenses $507,721

Other Expenses $386,518

TOTAL EXPENSES $637,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$853,865	$619,641	+0.4%
Expenses	$637,054	$629,891	+0.0%
Net Income	$216,811	$-10,250	-22.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$35,951

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RYAN WILLIAMS	TRUSTEE	8.00	Director	$0	$0	$0
DONAVAN SIZEMORE	TRUSTEE	8.00	Director	$0	$0	$0
LEONARD REDWINE	TRUSTEE	8.00	Director	$0	$0	$0
CYRIL LAWRENCE	TRUSTEE	8.00	Director	$0	$0	$0
NANCY KISSACK	TRUSTEE	8.00	Director	$0	$0	$0
JEFF HORTA	EXALTED RULER	8.00	Officer	$0	$0	$0
JIM PACHECO	LEADING KNIGHT	8.00	Officer	$0	$0	$0
JANE LOZANO	SECRETARY	8.00	Officer	$30,555	$0	$30,555
LEN SAMUELSON	TREASURER	8.00	Officer	$5,396	$0	$5,396
PATTY BROWN	LOYAL KNIGHT	8.00	Officer	$0	$0	$0
VICKIE MUNSON	LECTURING KNIGHT	8.00	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	$853,865	$637,054	$1,868,878	$216,811
2024	$619,641	$629,891	$1,761,303	$-10,250
2023	$529,178	$540,177	$1,669,597	$-10,999
2022	$555,876	$429,194	$1,685,745	$126,682
2022	$575,876	$429,194	$1,705,745	$146,682
2021	$449,215	$296,217	$1,477,990	$152,998
2020	$471,312	$469,104	$1,150,303	$2,208
2019	$430,819	$421,476	$1,295,355	$9,343

MERCED LODGE NO 1240 BPO ELKS