Benevolent & Protective Order of E… - Form 990 Financial Data

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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

1912

Legal Domicile

Principal Officer

Caroll Mendoza

Phone

8313731285

Tax Period

2024-04-01 to 2025-03-31

Benevolent & Protective Order of Elks of the USA 1285 Monterey, founded in 1912, is a small nonprofit that reported $713K in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $634K left a modest 11% surplus.

Mission

Elks invest in their communities through programs that help children grow up healthy and drug-free, meet the needs of today's veterans, and improve the quality of life.

Program Service Accomplishments

Program 1

Support the Salvation Army's Share Your Holiday Program

Program 2

Support local youth programs

Program 3

Support Local Disaster Relief

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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 (2024)

Revenue Breakdown

Contributions & Grants $228,650

Program Service Revenue $0

Investment Income $7,655

Other Revenue $476,415

TOTAL REVENUE $712,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $199,394

Fundraising Expenses $0

Other Expenses $434,662

TOTAL EXPENSES $634,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$712,720	$359,307	+1.0%
Expenses	$634,056	$553,740	+0.1%
Net Income	$78,664	$-194,433	-1.4%

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

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

$36,960

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caroll Mendoza	Secretary	20.00	Officer	$36,960	$0	$36,960
John Cardinalli	Trustee	5.00	Director	$0	$0	$0
Jim Sula	Trustee	5.00	Director	$0	$0	$0
Jeff Gorman	Trustee	5.00	Director	$0	$0	$0
Robert LeFleur	Trustee	5.00	Director	$0	$0	$0
Marcell Vargas	Trustee	5.00	Director	$0	$0	$0
Mindi Harris	Vice President	10.00	Officer	$0	$0	$0
Ron Caffall	Vice President	10.00	Officer	$0	$0	$0
Pamela Soboleski	President	10.00	Officer	$0	$0	$0
Dan Green	Treasurer	20.00	Officer	$0	$0	$0
Jason Wiginton	Vice President	10.00	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	$712,720	$634,056	$2,288,211	$78,664
2024	$359,307	$553,740	$2,205,369	$-194,433
2023	$509,539	$428,858	$2,410,739	$80,681
2022	$551,372	$326,569	$2,262,549	$224,803
2021	$328,120	$323,369	$2,043,382	$4,751
2020	$488,502	$321,664	$2,010,095	$166,838
2019	$812,256	$494,783	$1,846,293	$317,473

Benevolent & Protective Order of Elks of the USA 1285 Monterey