SAN FRANCISCO ELKS NO 3 BLDG ASSN (EIN 940317280) - 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

1981

Legal Domicile

Principal Officer

GREGORY ROUGEAU

Phone

4154215230

Tax Period

2024-04-01 to 2025-03-31

SAN FRANCISCO ELKS NO 3 BLDG ASSN, founded in 1981, is a small nonprofit that reported $473K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 49 months of operating reserves.

Mission

THE ORGANIZATION IS A BUILDING ASSOCIATION EXEMPT UNDER IRC 501(C)(2). THE ORGANIZATION HOLDS TITLE AND MANAGES A COMMERCIAL PROPERTY. AT THE END OF THE YEAR, THE NET INCOME EARNED IS TRANSFERRED TO AND IN SUPPORT OF THE SAN FRANCISCO LODGE NO. 3 B.P.O.E. OF THE USA

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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 $0

Program Service Revenue $0

Investment Income $86,591

Other Revenue $386,823

TOTAL REVENUE $473,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $473,414

TOTAL EXPENSES $473,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$473,414	$1,106,731	-0.6%
Expenses	$473,414	$1,106,731	-0.6%
Net Income	$0	$0	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY ROUGEAU	PRESIDENT	2.00	Officer Director	$0	$0	$0
SAMMY OBAID	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBORAH BROWN	TREASURER	2.00	Officer Director	$0	$0	$0
MATT EGEN	SECRETARY	2.00	Officer Director	$0	$0	$0
BRENDAN STONE	DIRECTOR	2.00	Director	$0	$0	$0
STEVE COURTNEY	DIRECTOR	2.00	Director	$0	$0	$0
CONOR NUGENT	DIRECTOR	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	$473,414	$473,414	$2,191,824	No data
2024	$1,106,731	$1,106,731	$2,946,238	No data
2023	$1,563,938	$1,563,938	$2,367,628	No data
2022	$1,020,421	$1,020,421	$3,045,186	No data
2021	$599,805	$599,805	$2,527,859	No data
2020	$1,711,738	$1,701,739	$2,741,426	$9,999
2019	$1,700,447	$1,700,447	$2,841,505	No data

SAN FRANCISCO ELKS NO 3 BLDG ASSN